EXENCIAL WEALTH ADVISORS, LLC - 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
EXENCIAL WEALTH ADVISORS, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$232,136
-4.2%
4,5750.0%0.01%0.0%
Q2 2023$242,201
+6.4%
4,5750.0%0.01%
-8.3%
Q1 2023$227,561
+2.3%
4,5750.0%0.01%0.0%
Q4 2022$222,436
+10.7%
4,5750.0%0.01%0.0%
Q3 2022$201,000
-4.3%
4,5750.0%0.01%0.0%
Q2 2022$210,000
-16.0%
4,5750.0%0.01%
-7.7%
Q1 2022$250,000
-2.7%
4,5750.0%0.01%
+8.3%
Q4 2021$257,000
+7.1%
4,5750.0%0.01%
-7.7%
Q2 2021$240,000
+3.0%
4,5750.0%0.01%
-7.1%
Q1 2021$233,000
+117.8%
4,575
+200.0%
0.01%
-68.9%
Q1 2013$107,0001,5250.04%
Other shareholders
WISDOMTREE TR shareholders Q3 2021
NameSharesValueWeighting ↓
TAIYO LIFE INSURANCE CO 880,000$34,918,00025.28%
TMD & ASSOCIATES, INC 265,059$10,518,0009.66%
Avestar Capital, LLC 114,374$4,514,0003.37%
CAPITAL WEALTH MANAGEMENT, LLC 90,491$3,591,0003.10%
Marietta Wealth Management, LLC 126,231$5,009,0002.71%
Squar Milner Financial Services LLC 41,553$1,719,0002.08%
Hefren-Tillotson, Inc. 172,398$6,840,0001.91%
Family Legacy, Inc. 42,370$1,681,0001.52%
CREATIVE FINANCIAL DESIGNS INC /ADV 53,893$2,138,0001.45%
3D ASSET MANAGEMENT, INC 139,240$5,525,0001.28%
View complete list of WISDOMTREE TR shareholders