SeaCrest Wealth Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 145 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
SeaCrest Wealth Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2022$203,000
-16.1%
4,4190.0%0.03%
-7.1%
Q1 2022$242,000
-6.9%
4,419
-4.3%
0.03%
-3.4%
Q4 2021$260,000
+8.3%
4,6190.0%0.03%0.0%
Q3 2021$240,000
-0.8%
4,6190.0%0.03%0.0%
Q2 2021$242,000
+3.0%
4,6190.0%0.03%
-6.5%
Q1 2021$235,000
-4.5%
4,619
-18.5%
0.03%
-11.4%
Q4 2020$246,000
-33.7%
5,669
-50.2%
0.04%
-45.3%
Q2 2020$371,000
+6.6%
11,380
-13.6%
0.06%
-14.7%
Q1 2020$348,000
-39.2%
13,164
-3.2%
0.08%
-21.9%
Q4 2019$572,000
+6.7%
13,6010.0%0.10%
-4.0%
Q3 2019$536,000
-3.2%
13,601
-1.8%
0.10%
-11.5%
Q2 2019$554,000
+1.7%
13,8490.0%0.11%
+21.5%
Q1 2019$545,000
+14.7%
13,8490.0%0.09%
-5.1%
Q4 2018$475,000
-17.1%
13,8490.0%0.10%
+1.0%
Q3 2018$573,000
+3.1%
13,8490.0%0.10%
-3.0%
Q2 2018$556,000
+3.7%
13,8490.0%0.10%
+2.0%
Q1 2018$536,000
+4.7%
13,849
+7.2%
0.10%
+4.3%
Q4 2017$512,00012,9140.09%
Other shareholders
WISDOMTREE TR shareholders Q4 2021
NameSharesValueWeighting ↓
3D/L Capital Management, LLC 369,398$18,743,2686.09%
WIN ADVISORS, INC 227,807$11,558,9385.66%
Lauer Wealth, LLC 89,570$4,468,6654.82%
Great Point Wealth Advisors, LLC 177,990$9,031,2152.71%
THEORY FINANCIAL LLC 70,118$3,557,7872.09%
Consolidated Planning Corp 137,057$6,954,2931.54%
Breakwater Capital Group 66,189$3,177,0721.09%
Clearwater Capital Advisors, LLC 147,783$7,498,5100.92%
Team Financial Group, LLC 17,810$903,6950.75%
Aurora Private Wealth, Inc. 11,999$6090.67%
View complete list of WISDOMTREE TR shareholders