ASSETMARK, INC - WISDOMTREE TR ownership

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%.

Quarter-by-quarter ownership
ASSETMARK, INC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2023$2,594
+310.4%
49
+276.9%
0.00%
Q4 2022$63213
+333.3%
0.00%
Q3 2022$030.0%0.00%
Q2 2022$0
-100.0%
3
-92.7%
0.00%
Q1 2022$2,000
-90.5%
41
-89.0%
0.00%
Q4 2021$21,000374
+12366.7%
0.00%
Q3 2021$030.0%0.00%
Q2 2021$030.0%0.00%
Q1 2021$0
-100.0%
3
-99.8%
0.00%
-100.0%
Q1 2017$58,000
+3.6%
1,650
+200.0%
0.00%0.0%
Q4 2016$56,000
-30.9%
550
-35.4%
0.00%0.0%
Q3 2016$81,000
+3.8%
8510.0%0.00%0.0%
Q2 2016$78,000
+1.3%
8510.0%0.00%0.0%
Q1 2016$77,000
-17.2%
851
-20.4%
0.00%
-50.0%
Q4 2015$93,0001,0690.00%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
NameSharesValueWeighting ↓
TAIYO LIFE INSURANCE CO 880,000$34,918,00025.28%
TMD & ASSOCIATES, INC 265,059$10,518,0009.66%
Avestar Capital, LLC 114,374$4,514,0003.37%
CAPITAL WEALTH MANAGEMENT, LLC 90,491$3,591,0003.10%
Marietta Wealth Management, LLC 126,231$5,009,0002.71%
Squar Milner Financial Services LLC 41,553$1,719,0002.08%
Hefren-Tillotson, Inc. 172,398$6,840,0001.91%
Family Legacy, Inc. 42,370$1,681,0001.52%
CREATIVE FINANCIAL DESIGNS INC /ADV 53,893$2,138,0001.45%
3D ASSET MANAGEMENT, INC 139,240$5,525,0001.28%
View complete list of WISDOMTREE TR shareholders