WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 132 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| L & S Advisors Inc | 24,231 | $1,229,481 | 0.18% |
| NewSquare Capital LLC | 32,000 | $1,623,680 | 0.17% |
| First Western Trust Bank | 61,904 | $3,141,009 | 0.17% |
| Centric Wealth Management | 7,146 | $362,604 | 0.15% |
| DAVENPORT & Co LLC | 387,262 | $19,649,686 | 0.15% |
| GHP Investment Advisors, Inc. | 46,992 | $2,310,606 | 0.14% |
| GPS Wealth Strategies Group, LLC | 14,308 | $726,002 | 0.14% |
| RVW Wealth, LLC | 20,783 | $1,054,529 | 0.13% |
| Institute for Wealth Management, LLC. | 13,706 | $695,449 | 0.12% |
| FLAGSHIP HARBOR ADVISORS, LLC | 28,531 | $1,447,666 | 0.12% |
| Financial Insights, Inc. | 6,936 | $330,432 | 0.12% |
| Northeast Financial Consultants Inc | 35,727 | $1,812,788 | 0.11% |
| Per Stirling Capital Management, LLC. | 10,558 | $535,700 | 0.11% |
| CVA Family Office, LLC | 9,526 | $483,349 | 0.11% |
| StrategIQ Financial Group, LLC | 18,051 | $915,892 | 0.11% |
| Cetera Advisors LLC | 125,477 | $6,366,703 | 0.10% |
| Sargent Investment Group, LLC | 6,475 | $328,542 | 0.08% |
| SYNOVUS FINANCIAL CORP | 120,219 | $6,099,935 | 0.07% |
| Laurel Wealth Advisors LLC | 6,284 | $318,851 | 0.07% |
| Asset Dedication, LLC | 15,293 | $776 | 0.07% |
External links
This page lists WISDOMTREE TR's shareholders in Q3 2023. To view WISDOMTREE TR's shareholder history, click here.