WISDOMTREE TR's ticker is EMCB and the CUSIP is 97717X784.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
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 | $17,000 | – | 230 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Collaborative Wealth Managment Inc. | 42,226 | $2,599,627 | 1.55% |
MOODY NATIONAL BANK TRUST DIVISION | 66,400 | $4,087,916 | 0.26% |
Good Life Advisors, LLC | 36,769 | $2,263,688 | 0.26% |
OneDigital Investment Advisors LLC | 40,083 | $2,467,705 | 0.05% |
NewSquare Capital LLC | 3,660 | $225,328 | 0.02% |
AE Wealth Management LLC | 23,367 | $1,438,582 | 0.01% |
Cetera Advisors LLC | 5,510 | $339,223 | 0.01% |
GUARDIAN WEALTH ADVISORS, LLC / NC | 475 | $29,243 | 0.01% |
LPL Financial LLC | 87,934 | $5,413,657 | 0.00% |
Aptus Capital Advisors, LLC | 475 | $29,243 | 0.00% |