AE Wealth Management LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EMCB and the CUSIP is 97717X784. A total of 21 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
AE Wealth Management LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$1,438,582
+8.1%
23,367
+9.5%
0.01%
+12.5%
Q2 2023$1,330,614
+12.1%
21,336
+12.0%
0.01%0.0%
Q1 2023$1,186,657
+2.8%
19,054
+2.1%
0.01%0.0%
Q4 2022$1,154,594
-7.5%
18,656
-12.1%
0.01%
-20.0%
Q3 2022$1,248,000
-16.9%
21,221
-14.3%
0.01%
-16.7%
Q2 2022$1,502,000
-20.5%
24,759
-13.4%
0.01%
-7.7%
Q1 2022$1,889,000
-13.0%
28,594
-2.6%
0.01%
-13.3%
Q4 2021$2,171,000
+4.6%
29,346
+6.7%
0.02%
-11.8%
Q3 2021$2,075,000
+3.1%
27,507
+4.2%
0.02%
-5.6%
Q2 2021$2,012,000
+29.6%
26,398
+27.4%
0.02%
+12.5%
Q1 2021$1,553,000
+64.3%
20,714
+68.8%
0.02%
+45.5%
Q4 2020$945,000
+21.3%
12,274
+16.1%
0.01%0.0%
Q3 2020$779,000
+1.6%
10,574
-0.7%
0.01%
-8.3%
Q2 2020$767,000
+25.1%
10,652
+9.7%
0.01%
-14.3%
Q1 2020$613,000
+191.9%
9,713
+241.9%
0.01%
+180.0%
Q4 2019$210,0002,8410.01%
Other shareholders
WISDOMTREE TR shareholders Q3 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