American Portfolios Advisors - WISDOMTREE TR ownership

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WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 145 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

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Quarter-by-quarter ownership
American Portfolios Advisors ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2022$49,741
-4.3%
1,1310.0%0.00%0.0%
Q2 2022$51,992
-15.9%
1,1310.0%0.00%0.0%
Q1 2022$61,843
-2.8%
1,1310.0%0.00%0.0%
Q4 2021$63,653
+8.2%
1,1310.0%0.00%0.0%
Q3 2021$58,823
-0.7%
1,1310.0%0.00%0.0%
Q2 2021$59,253
+2.9%
1,1310.0%0.00%
-33.3%
Q1 2021$57,602
+17.2%
1,1310.0%0.00%0.0%
Q4 2020$49,153
+27.1%
1,1310.0%0.00%
+50.0%
Q3 2020$38,669
+134.6%
1,131
+123.5%
0.00%
+100.0%
Q2 2020$16,485
+23.3%
5060.0%0.00%0.0%
Q1 2020$13,369
-37.2%
5060.0%0.00%
-50.0%
Q4 2019$21,298
+6.7%
5060.0%0.00%0.0%
Q3 2019$19,957
-1.4%
5060.0%0.00%0.0%
Q2 2019$20,240
+1.7%
5060.0%0.00%0.0%
Q1 2019$19,906
+14.7%
5060.0%0.00%0.0%
Q4 2018$17,351
-95.9%
506
-95.1%
0.00%
-95.9%
Q3 2018$424,767
-26.7%
10,270
-28.8%
0.05%
-38.0%
Q2 2018$579,171
-13.5%
14,418
-16.7%
0.08%
-21.0%
Q1 2018$669,473
-8.6%
17,308
-6.2%
0.10%
-13.8%
Q4 2017$732,334–18,456–0.12%–
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Other shareholders
WISDOMTREE TR shareholders Q4 2021
NameSharesValueWeighting ↓
3D/L Capital Management, LLC 369,398$18,743,2686.09%
WIN ADVISORS, INC 227,807$11,558,9385.66%
Lauer Wealth, LLC 89,570$4,468,6654.82%
Great Point Wealth Advisors, LLC 177,990$9,031,2152.71%
THEORY FINANCIAL LLC 70,118$3,557,7872.09%
Consolidated Planning Corp 137,057$6,954,2931.54%
Breakwater Capital Group 66,189$3,177,0721.09%
Clearwater Capital Advisors, LLC 147,783$7,498,5100.92%
Team Financial Group, LLC 17,810$903,6950.75%
Aurora Private Wealth, Inc. 11,999$6090.67%
View complete list of WISDOMTREE TR shareholders