Life Planning Partners, Inc - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 146 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Life Planning Partners, Inc ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2022$4,266,000
+106550.0%
970.0%0.01%
+25.0%
Q2 2022$4,000
-20.0%
970.0%0.00%
-20.0%
Q1 2022$5,000970.01%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
NameSharesValueWeighting ↓
TAIYO LIFE INSURANCE CO 880,000$35,200,00017.88%
RVW Wealth, LLC 824,616$32,985,0007.86%
3D ASSET MANAGEMENT, INC 553,096$22,124,0005.39%
QUEST CAPITAL MANAGEMENT INC /ADV 489,261$19,570,0005.00%
TMD & ASSOCIATES, INC 122,905$4,916,0003.36%
CAPITAL WEALTH MANAGEMENT, LLC 72,534$2,902,0002.89%
Hefren-Tillotson, Inc. 249,490$9,980,0002.76%
Avestar Capital, LLC 74,522$2,978,0001.89%
Marietta Wealth Management, LLC 108,363$4,335,0001.69%
Orgel Wealth Management, LLC 104,594$4,184,0001.63%
View complete list of WISDOMTREE TR shareholders