ENVESTNET ASSET MANAGEMENT INC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EMCB and the CUSIP is 97717X784. A total of 23 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
ENVESTNET ASSET MANAGEMENT INC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$1,052,487
-8.9%
17,096
-7.7%
0.00%
-100.0%
Q2 2023$1,154,960
+4.5%
18,519
+4.4%
0.00%0.0%
Q1 2023$1,105,272
-13.6%
17,747
-14.1%
0.00%0.0%
Q4 2022$1,279,250
+9.0%
20,670
+3.5%
0.00%0.0%
Q3 2022$1,174,000
+9.1%
19,965
+12.6%
0.00%0.0%
Q2 2022$1,076,000
-12.5%
17,726
-4.8%
0.00%0.0%
Q1 2022$1,230,000
+10.2%
18,611
+23.3%
0.00%0.0%
Q4 2021$1,116,000
-36.1%
15,088
-34.8%
0.00%0.0%
Q3 2021$1,746,000
+23.1%
23,143
+24.4%
0.00%0.0%
Q2 2021$1,418,000
+287.4%
18,607
+291.0%
0.00%
Q4 2020$366,000
-42.0%
4,759
-42.5%
0.00%
-100.0%
Q3 2014$631,000
-7.3%
8,281
-4.9%
0.01%
-14.3%
Q2 2014$681,000
+2096.8%
8,706
+1997.8%
0.01%
Q4 2013$31,000
+40.9%
415
+37.9%
0.00%
Q3 2013$22,000
+144.4%
301
+133.3%
0.00%
Q2 2013$9,0001290.00%
Other shareholders
WISDOMTREE TR shareholders Q2 2023
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