LPL Financial LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EMCB and the CUSIP is 97717X784. A total of 33 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
LPL Financial LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$5,413,657
+11.9%
87,934
+13.4%
0.00%
+33.3%
Q2 2023$4,836,247
+31.5%
77,547
+31.3%
0.00%0.0%
Q1 2023$3,678,666
+13.7%
59,067
+12.9%
0.00%0.0%
Q4 2022$3,236,784
+18.2%
52,299
+12.3%
0.00%0.0%
Q3 2022$2,738,000
+9.7%
46,568
+13.2%
0.00%
+50.0%
Q2 2022$2,495,000
-6.7%
41,121
+1.5%
0.00%0.0%
Q1 2022$2,675,000
-7.0%
40,495
+4.2%
0.00%0.0%
Q4 2021$2,876,000
+50.4%
38,869
+53.3%
0.00%0.0%
Q3 2021$1,912,000
+51.6%
25,351
+53.3%
0.00%
+100.0%
Q2 2021$1,261,000
+12.3%
16,542
+10.4%
0.00%0.0%
Q1 2021$1,123,000
+20.2%
14,979
+23.5%
0.00%0.0%
Q4 2020$934,000
+10.9%
12,127
+6.2%
0.00%0.0%
Q3 2020$842,000
+188.4%
11,419
+179.3%
0.00%
-50.0%
Q1 2017$292,000
-27.4%
4,089
-29.1%
0.00%
-33.3%
Q4 2016$402,0005,7650.00%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
NameSharesValueWeighting ↓
Collaborative Wealth Managment Inc. 42,226$2,599,6271.55%
MOODY NATIONAL BANK TRUST DIVISION 66,400$4,087,9160.26%
Good Life Advisors, LLC 36,769$2,263,6880.26%
OneDigital Investment Advisors LLC 40,083$2,467,7050.05%
NewSquare Capital LLC 3,660$225,3280.02%
AE Wealth Management LLC 23,367$1,438,5820.01%
Cetera Advisors LLC 5,510$339,2230.01%
GUARDIAN WEALTH ADVISORS, LLC / NC 475$29,2430.01%
LPL Financial LLC 87,934$5,413,6570.00%
Aptus Capital Advisors, LLC 475$29,2430.00%
View complete list of WISDOMTREE TR shareholders