Cambridge Investment Research Advisors, 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
Cambridge Investment Research Advisors, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$4,069
-4.8%
80,185
-0.7%
0.02%0.0%
Q2 2023$4,276
+1.3%
80,779
-4.9%
0.02%
-9.5%
Q1 2023$4,223
-45.8%
84,899
-47.0%
0.02%
-47.5%
Q4 2022$7,789
-99.9%
160,198
+3.2%
0.04%
+5.3%
Q3 2022$6,825,000
-9.7%
155,175
-5.6%
0.04%
-7.3%
Q2 2022$7,558,000
-16.8%
164,405
-1.1%
0.04%
-2.4%
Q1 2022$9,089,000
-9.9%
166,213
-7.3%
0.04%
-6.7%
Q4 2021$10,088,000
+9.1%
179,245
+0.8%
0.04%
-2.2%
Q3 2021$9,246,000
+2.3%
177,774
+3.1%
0.05%
+7.0%
Q2 2021$9,038,000
+6.2%
172,508
+3.3%
0.04%
-6.5%
Q1 2021$8,508,000
+16.1%
167,044
-1.0%
0.05%
+7.0%
Q4 2020$7,330,000
+30.1%
168,662
+2.4%
0.04%
+13.2%
Q3 2020$5,633,000
-4.7%
164,741
-9.2%
0.04%
-13.6%
Q2 2020$5,912,000
+41.5%
181,475
+14.8%
0.04%
+10.0%
Q1 2020$4,177,000
-38.2%
158,102
-1.5%
0.04%
-23.1%
Q4 2019$6,757,000
+36.4%
160,535
+27.8%
0.05%
+20.9%
Q3 2019$4,955,000
+18.4%
125,636
+20.1%
0.04%
+13.2%
Q2 2019$4,184,000
+13.5%
104,598
+11.6%
0.04%
+8.6%
Q1 2019$3,687,000
+24.5%
93,721
+8.5%
0.04%
+6.1%
Q4 2018$2,961,000
-8.2%
86,362
+10.7%
0.03%
+6.5%
Q3 2018$3,226,000
+18.3%
77,997
+14.8%
0.03%
+6.9%
Q2 2018$2,728,000
+8.4%
67,916
+4.4%
0.03%
+3.6%
Q1 2018$2,517,000
+16.9%
65,075
+19.9%
0.03%
+12.0%
Q4 2017$2,153,000
+16.6%
54,272
+9.5%
0.02%0.0%
Q3 2017$1,846,000
-3.1%
49,560
-6.9%
0.02%
-10.7%
Q2 2017$1,905,000
-1.5%
53,217
-3.0%
0.03%
-15.2%
Q1 2017$1,934,000
+1.8%
54,844
+196.5%
0.03%
-8.3%
Q4 2016$1,899,000
-8.1%
18,499
-14.4%
0.04%
-5.3%
Q3 2016$2,067,000
-7.5%
21,610
-11.7%
0.04%
-19.1%
Q2 2016$2,234,000
-8.3%
24,472
-9.4%
0.05%
-14.5%
Q1 2016$2,435,000
-11.9%
27,023
-14.8%
0.06%
-15.4%
Q4 2015$2,763,000
+0.3%
31,706
-1.2%
0.06%
-17.7%
Q3 2015$2,756,000
-12.0%
32,080
-2.7%
0.08%
-9.2%
Q2 2015$3,132,000
-12.0%
32,967
-10.6%
0.09%
-13.9%
Q1 2015$3,558,000
+7.7%
36,867
+3.4%
0.10%
-1.0%
Q4 2014$3,303,000
+8.7%
35,651
+2.7%
0.10%
+13.3%
Q3 2014$3,039,000
+2.1%
34,714
+7.8%
0.09%
-13.5%
Q2 2014$2,976,000
+29.4%
32,189
+24.4%
0.10%
+19.5%
Q1 2014$2,300,000
+125.9%
25,883
+120.0%
0.09%
+107.1%
Q4 2013$1,018,000
+37.4%
11,767
+25.0%
0.04%
+31.2%
Q3 2013$741,000
+92.5%
9,410
+76.0%
0.03%
+60.0%
Q2 2013$385,0005,3460.02%
Other shareholders
WISDOMTREE TR shareholders Q3 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