Centric Wealth Management - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is CEW and the CUSIP is 97717W133. A total of 14 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Centric Wealth Management ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2021$3,510,000
+9.0%
203,359
+12.3%
1.16%
-2.5%
Q3 2021$3,219,000
+5.9%
181,031
+8.4%
1.18%
+12.5%
Q2 2021$3,041,000
+6.8%
166,994
+4.9%
1.05%
+29.5%
Q1 2021$2,847,000
+2.2%
159,125
+5.5%
0.81%
-6.4%
Q4 2020$2,787,000150,7930.87%
Other shareholders
WISDOMTREE TR shareholders Q4 2021
NameSharesValueWeighting ↓
Live Your Vision, LLC 345,344$6,921,0004.14%
INTEGRATED WEALTH COUNSEL, LLC 285,680$5,728,0004.12%
New Harbor Financial Group, LLC 62,389$1,251,0001.87%
Wharton Business Group, LLC 843,395$16,910,0001.48%
Mosaic Financial Partners, Inc. 86,298$1,730,0001.35%
IndexIQ Advisors LLC 424,269$8,507,0001.07%
Courage Miller Partners, LLC 44,012$882,0000.80%
MOTCO 291,755$5,850,0000.74%
3D ASSET MANAGEMENT, INC 110,186$2,209,0000.74%
Partnervest Advisory Services LLC 74,346$1,491,0000.68%
View complete list of WISDOMTREE TR shareholders