ENVESTNET ASSET MANAGEMENT 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 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
ENVESTNET ASSET MANAGEMENT INC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$7,684,864
-23.1%
151,456
-19.7%
0.00%0.0%
Q2 2023$9,989,988
-2.3%
188,704
-8.2%
0.00%
-20.0%
Q1 2023$10,226,097
-2.3%
205,591
-4.5%
0.01%0.0%
Q4 2022$10,470,855
+6.4%
215,361
-3.8%
0.01%
-16.7%
Q3 2022$9,844,000
+5.9%
223,829
+10.6%
0.01%
+20.0%
Q2 2022$9,299,000
-21.0%
202,292
-6.1%
0.01%
-16.7%
Q1 2022$11,777,000
-5.1%
215,375
-2.3%
0.01%0.0%
Q4 2021$12,409,000
+5.8%
220,490
-2.2%
0.01%0.0%
Q3 2021$11,730,000
-36.9%
225,529
-36.5%
0.01%
-45.5%
Q2 2021$18,602,000
-26.4%
355,062
-28.5%
0.01%
-31.2%
Q1 2021$25,275,000
+3.4%
496,262
-11.8%
0.02%
-11.1%
Q4 2020$24,443,000
+3.2%
562,419
-18.8%
0.02%
-14.3%
Q3 2020$23,688,000
+0.3%
692,825
-4.5%
0.02%
-8.7%
Q2 2020$23,626,000
+7.6%
725,161
-12.8%
0.02%
-11.5%
Q1 2020$21,962,000
-33.2%
831,277
+6.5%
0.03%
-25.7%
Q4 2019$32,855,000
-3.6%
780,583
-9.6%
0.04%
-5.4%
Q3 2019$34,072,000
-2.7%
863,884
-1.3%
0.04%
-15.9%
Q2 2019$35,025,000
+0.9%
875,629
-0.8%
0.04%
-8.3%
Q1 2019$34,719,000
+33.8%
882,527
+16.6%
0.05%
+20.0%
Q4 2018$25,953,000
+20.6%
756,881
+45.4%
0.04%
+8.1%
Q3 2018$21,528,000
+4.2%
520,498
+1.2%
0.04%
-21.3%
Q2 2018$20,660,000
+1.0%
514,331
-3.5%
0.05%
-19.0%
Q1 2018$20,446,000
-2.0%
533,154
+1.4%
0.06%
+26.1%
Q4 2017$20,871,000
+5.5%
525,983
-1.0%
0.05%
-2.1%
Q3 2017$19,779,000
+6.1%
531,127
+2.0%
0.05%
-9.6%
Q2 2017$18,645,000
+46.0%
520,843
+43.8%
0.05%
+26.8%
Q1 2017$12,771,000
+8.2%
362,098
+215.0%
0.04%
-4.7%
Q4 2016$11,803,000
+14.0%
114,959
+6.2%
0.04%
+7.5%
Q3 2016$10,357,000
-9.4%
108,257
-13.6%
0.04%
-13.0%
Q2 2016$11,433,000
+6.7%
125,225
+5.3%
0.05%0.0%
Q1 2016$10,716,000
-38.7%
118,935
-40.7%
0.05%
-41.8%
Q4 2015$17,477,000
+3.6%
200,557
+2.1%
0.08%
-6.0%
Q3 2015$16,870,000
-2.2%
196,341
+8.1%
0.08%
+2.4%
Q2 2015$17,249,000
+6.1%
181,552
+7.8%
0.08%
-2.4%
Q1 2015$16,262,000
+61.3%
168,485
+54.9%
0.08%
-17.6%
Q4 2014$10,079,000
-33.4%
108,787
-37.0%
0.10%
-32.9%
Q3 2014$15,126,000
+6.8%
172,808
+12.8%
0.15%
+3.4%
Q2 2014$14,163,000
+8.7%
153,197
+4.5%
0.15%
+2.1%
Q1 2014$13,029,000
+18.3%
146,635
+15.2%
0.14%
+14.3%
Q4 2013$11,010,000
+21.3%
127,286
+10.5%
0.13%
+13.5%
Q3 2013$9,078,000
+19.9%
115,219
+9.5%
0.11%
+13.3%
Q2 2013$7,574,000105,2360.10%
Other shareholders
WISDOMTREE TR shareholders Q3 2021
NameSharesValueWeighting ↓
TAIYO LIFE INSURANCE CO 880,000$34,619,00018.04%
RVW Wealth, LLC 796,408$31,331,0008.00%
3D ASSET MANAGEMENT, INC 565,808$22,259,0005.24%
QUEST CAPITAL MANAGEMENT INC /ADV 504,871$19,861,0004.96%
TMD & ASSOCIATES, INC 124,297$4,890,0003.56%
CAPITAL WEALTH MANAGEMENT, LLC 76,250$3,000,0003.00%
Hefren-Tillotson, Inc. 225,753$8,881,0002.60%
Avestar Capital, LLC 76,622$2,997,0001.97%
Marietta Wealth Management, LLC 102,890$4,048,0001.66%
Family Legacy, Inc. 48,363$1,967,0001.60%
View complete list of WISDOMTREE TR shareholders