Janney Montgomery Scott LLC - WISDOMTREE TR ownership

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%.

Quarter-by-quarter ownership
Janney Montgomery Scott LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$1,361
+58.3%
26,826
+65.2%
0.01%
+66.7%
Q2 2023$860
+66.3%
16,240
+56.1%
0.00%
+50.0%
Q1 2023$517
-99.7%
10,401
+189.4%
0.00%
+100.0%
Q4 2021$202,000
-11.0%
3,594
-33.4%
0.00%0.0%
Q4 2019$227,000
+7.6%
5,395
+0.8%
0.00%
-50.0%
Q3 2019$211,000
-3.2%
5,352
-1.7%
0.00%0.0%
Q2 2019$218,000
+1.4%
5,443
-0.2%
0.00%0.0%
Q1 2019$215,000
-4.9%
5,455
-0.3%
0.00%0.0%
Q3 2018$226,000
+4.6%
5,469
+1.7%
0.00%0.0%
Q2 2018$216,000
-10.0%
5,380
-13.4%
0.00%0.0%
Q1 2018$240,000
-19.2%
6,210
-16.9%
0.00%
-33.3%
Q4 2017$297,0007,4730.00%
Other shareholders
WISDOMTREE TR shareholders Q4 2021
NameSharesValueWeighting ↓
Consolidated Planning Corp 90,984$3,954,0002.58%
PSI Advisors, LLC 82,387$3,580,0002.47%
Great Point Wealth Advisors, LLC 82,268$3,575,0001.53%
Clearwater Capital Advisors, LLC 149,576$6,501,0000.86%
ACG Wealth 112,055$4,870,0000.67%
MONEY CONCEPTS CAPITAL CORP 141,424$6,146,0000.57%
CULBERTSON A N & CO INC 53,538$2,327,0000.55%
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 17,868$777,0000.52%
HC FINANCIAL ADVISORS INC 18,564$807,0000.52%
Investors Research Corp 26,380$1,146,0000.45%
View complete list of WISDOMTREE TR shareholders