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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Collaborative Wealth Managment Inc. | 43,614 | $2,647,000 | 1.74% |
| New Century Advisors, LLC | 21,932 | $1,328,000 | 1.50% |
| ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 8,450 | $513,000 | 0.35% |
| Good Life Advisors, LLC | 30,137 | $1,829,000 | 0.26% |
| Urban Wealth Management, LLC | 975 | $59,000 | 0.20% |
| OneDigital Investment Advisors LLC | 53,158 | $3,226,000 | 0.14% |
| Element Wealth, LLC | 1,350 | $82,000 | 0.08% |
| COLONY GROUP LLC | 72,128 | $4,377,000 | 0.08% |
| FLOW TRADERS U.S. LLC | 14,528 | $882,000 | 0.05% |
| WEALTHSOURCE PARTNERS, LLC | 6,695 | $406,000 | 0.03% |