NewSquare Capital LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EMCB and the CUSIP is 97717X784. A total of 29 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
NewSquare Capital LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$225,328
+1.6%
3,660
+3.0%
0.02%
+4.3%
Q2 2023$221,708
+2.0%
3,555
+1.9%
0.02%
-11.5%
Q1 2023$217,357
+6.4%
3,490
+5.8%
0.03%
+4.0%
Q4 2022$204,237
+9.8%
3,300
+4.1%
0.02%
+8.7%
Q3 2022$186,000
+1.6%
3,170
+5.0%
0.02%0.0%
Q2 2022$183,000
-2.7%
3,020
+6.0%
0.02%
+15.0%
Q1 2022$188,000
+3.9%
2,850
+16.8%
0.02%
+5.3%
Q4 2021$181,000
+18.3%
2,440
+20.5%
0.02%
+5.6%
Q3 2021$153,000
+61.1%
2,025
+63.3%
0.02%
+63.6%
Q2 2021$95,000
+21.8%
1,240
+18.7%
0.01%
+10.0%
Q1 2021$78,000
+11.4%
1,045
+14.2%
0.01%0.0%
Q4 2020$70,000
+89.2%
915
+83.0%
0.01%
+66.7%
Q3 2020$37,000
+117.6%
500
+117.4%
0.01%
+100.0%
Q2 2020$17,0002300.00%
Other shareholders
WISDOMTREE TR shareholders Q4 2021
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