Atria Investments, Inc - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 124 filers reported holding WISDOMTREE TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Atria Investments, Inc ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2018$833,000
-17.9%
24,301
-0.9%
0.04%
-7.5%
Q3 2018$1,015,000
+24.8%
24,531
+21.2%
0.04%
+11.1%
Q2 2018$813,000
+18.9%
20,239
+14.5%
0.04%
+9.1%
Q1 2018$684,000
+13.6%
17,681
+16.5%
0.03%
+10.0%
Q4 2017$602,000
+17.8%
15,178
+10.6%
0.03%
+7.1%
Q3 2017$511,000
+17.7%
13,720
+13.2%
0.03%
+3.7%
Q2 2017$434,000
+17.0%
12,121
+15.3%
0.03%
+12.5%
Q1 2017$371,000
-45.0%
10,513
+27.0%
0.02%
-67.6%
Q4 2015$674,000
+4.7%
8,275
+10.5%
0.07%
-16.9%
Q3 2015$644,000
+11.0%
7,492
+22.8%
0.09%
+30.9%
Q2 2015$580,000
+11.5%
6,102
+13.1%
0.07%
+15.3%
Q1 2015$520,000
+6.8%
5,393
+2.6%
0.06%
+13.5%
Q4 2014$487,000
+48.9%
5,256
+40.9%
0.05%
+57.6%
Q3 2014$327,000
-27.2%
3,731
-23.2%
0.03%
-26.7%
Q2 2014$449,000
+34.4%
4,855
+29.3%
0.04%
+32.4%
Q1 2014$334,000
+3.4%
3,754
+0.6%
0.03%
+6.2%
Q4 2013$323,0003,7310.03%
Other shareholders
WISDOMTREE TR shareholders Q4 2018
NameSharesValueWeighting ↓
3D/L Capital Management, LLC 451,300$19,848,0005.89%
Great Point Wealth Advisors, LLC 230,233$10,126,0003.78%
PSI Advisors, LLC 68,943$3,032,0001.59%
Consolidated Planning Corp 111,218$4,891,0001.53%
Oxler Private Wealth LLC 38,776$1,705,425,0000.95%
Clearwater Capital Advisors, LLC 153,516$6,752,0000.93%
ACG Wealth 86,665$3,812,0000.87%
CULBERTSON A N & CO INC 50,521$2,221,0000.52%
Stratos Wealth Partners, LTD. 386,113$16,981,0000.47%
LBJ Family Wealth Advisors, Ltd. 10,467$460,0000.37%
View complete list of WISDOMTREE TR shareholders