NEXT Financial Group, Inc - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 137 filers reported holding WISDOMTREE TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
NEXT Financial Group, Inc ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2021$661,000
+9.3%
11,734
+1.0%
0.04%
-8.5%
Q3 2021$605,000
+6.1%
11,620
+6.9%
0.05%
+2.2%
Q2 2021$570,000
+12.9%
10,871
+9.7%
0.05%
+2.2%
Q1 2021$505,000
+14.8%
9,911
-2.2%
0.04%
+7.1%
Q4 2020$440,000
+42.4%
10,130
+12.0%
0.04%
+27.3%
Q3 2020$309,000
+7.7%
9,047
+2.9%
0.03%0.0%
Q2 2020$287,000
+25.9%
8,794
+2.0%
0.03%
+13.8%
Q1 2020$228,000
-37.2%
8,6200.0%0.03%
-21.6%
Q4 2019$363,000
-21.4%
8,620
-26.4%
0.04%
-26.0%
Q3 2019$462,000
+22.2%
11,710
+23.9%
0.05%
+25.0%
Q2 2019$378,000
+209.8%
9,453
+205.9%
0.04%
+29.0%
Q1 2019$122,000
-58.2%
3,090
-63.7%
0.03%
-49.2%
Q4 2018$292,000
+128.1%
8,506
+175.3%
0.06%
+3.4%
Q3 2018$128,000
-36.0%
3,090
-38.0%
0.06%
-23.4%
Q2 2018$200,000
-41.9%
4,981
-44.0%
0.08%
+5.5%
Q1 2018$344,000
-99.0%
8,900
+856.0%
0.07%
+812.5%
Q2 2017$33,000,000
+266.7%
931
+946.1%
0.01%
+300.0%
Q4 2016$9,000,000
+99900.0%
890.0%0.00%0.0%
Q3 2016$9,000
-97.4%
89
-97.8%
0.00%
-98.4%
Q3 2015$341,000
-29.4%
3,970
-22.0%
0.12%
-26.5%
Q2 2015$483,000
-7.1%
5,090
-5.5%
0.17%
-0.6%
Q1 2015$520,000
+14.8%
5,388
+10.2%
0.17%
+10.6%
Q4 2014$453,000
-15.2%
4,890
-19.9%
0.15%
+42.5%
Q3 2014$534,000
+6575.0%
6,104
+6758.4%
0.11%
+2550.0%
Q2 2014$8,000890.00%
Other shareholders
WISDOMTREE TR shareholders Q3 2019
NameSharesValueWeighting ↓
Consolidated Planning Corp 90,984$3,954,0002.58%
PSI Advisors, LLC 82,387$3,580,0002.47%
Great Point Wealth Advisors, LLC 82,268$3,575,0001.53%
Clearwater Capital Advisors, LLC 149,576$6,501,0000.86%
ACG Wealth 112,055$4,870,0000.67%
MONEY CONCEPTS CAPITAL CORP 141,424$6,146,0000.57%
CULBERTSON A N & CO INC 53,538$2,327,0000.55%
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 17,868$777,0000.52%
HC FINANCIAL ADVISORS INC 18,564$807,0000.52%
Investors Research Corp 26,380$1,146,0000.45%
View complete list of WISDOMTREE TR shareholders