WEALTHSOURCE PARTNERS, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EMCB and the CUSIP is 97717X784. A total of 22 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
WEALTHSOURCE PARTNERS, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2022$406,000
-8.1%
6,6950.0%0.03%0.0%
Q1 2022$442,000
-10.9%
6,695
-0.1%
0.03%
-25.0%
Q4 2021$496,000
-1.8%
6,7000.0%0.04%
-9.1%
Q3 2021$505,000
-1.2%
6,7000.0%0.04%
-2.2%
Q2 2021$511,000
-5.4%
6,700
-6.9%
0.04%
-16.7%
Q1 2021$540,000
-2.0%
7,200
+0.6%
0.05%
-15.6%
Q4 2020$551,000
+2.8%
7,160
-1.5%
0.06%
-11.1%
Q3 2020$536,000
+2.3%
7,2700.0%0.07%
-4.0%
Q2 2020$524,000
+14.2%
7,2700.0%0.08%
+4.2%
Q1 2020$459,000
-14.5%
7,2700.0%0.07%
+2.9%
Q4 2019$537,000
+1.3%
7,2700.0%0.07%
-11.4%
Q3 2019$530,000
-1.1%
7,270
-1.6%
0.08%
-6.0%
Q2 2019$536,000
+59.1%
7,385
+56.8%
0.08%
+50.0%
Q1 2018$337,000
+0.6%
4,710
+2.8%
0.06%
-46.2%
Q4 2017$335,000
-2.6%
4,580
-2.7%
0.10%
-8.8%
Q3 2017$344,000
+0.6%
4,705
-1.5%
0.11%
-2.6%
Q2 2017$342,000
+1.5%
4,775
+1.4%
0.12%
-5.6%
Q1 2017$337,000
-27.8%
4,710
-29.8%
0.12%
-37.1%
Q4 2016$467,0006,7100.20%
Other shareholders
WISDOMTREE TR shareholders Q4 2020
NameSharesValueWeighting ↓
Collaborative Wealth Managment Inc. 42,226$2,599,6271.55%
MOODY NATIONAL BANK TRUST DIVISION 66,400$4,087,9160.26%
Good Life Advisors, LLC 36,769$2,263,6880.26%
OneDigital Investment Advisors LLC 40,083$2,467,7050.05%
NewSquare Capital LLC 3,660$225,3280.02%
AE Wealth Management LLC 23,367$1,438,5820.01%
Cetera Advisors LLC 5,510$339,2230.01%
GUARDIAN WEALTH ADVISORS, LLC / NC 475$29,2430.01%
LPL Financial LLC 87,934$5,413,6570.00%
Aptus Capital Advisors, LLC 475$29,2430.00%
View complete list of WISDOMTREE TR shareholders