Cetera Investment Advisers - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 127 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Cetera Investment Advisers ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$2,022,608
-1.7%
39,862
+2.5%
0.02%0.0%
Q2 2023$2,058,137
+806.7%
38,877
+789.4%
0.02%
+325.0%
Q3 2021$227,000
-10.3%
4,371
-9.6%
0.00%0.0%
Q2 2021$253,000
-23.3%
4,837
-25.3%
0.00%
-33.3%
Q1 2021$330,000
+2.2%
6,474
-12.8%
0.01%0.0%
Q4 2020$323,000
+43.6%
7,422
+12.6%
0.01%
-66.7%
Q3 2020$225,000
+5.1%
6,590
+0.1%
0.02%
-10.0%
Q2 2020$214,000
-4.0%
6,582
+23.3%
0.02%
-9.1%
Q4 2019$223,000
+11.5%
5,337
+6.1%
0.02%
-8.3%
Q3 2019$200,0005,0280.02%
Other shareholders
WISDOMTREE TR shareholders Q4 2020
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