Sargent Investment Group, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 124 filers reported holding WISDOMTREE TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Sargent Investment Group, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$328,542
-4.2%
6,4750.0%0.08%
-4.8%
Q2 2023$342,787
+6.3%
6,4750.0%0.08%
-2.4%
Q1 2023$322,455
+2.4%
6,4750.0%0.08%
-13.3%
Q4 2022$314,815
-20.5%
6,475
-23.8%
0.10%
-20.3%
Q3 2022$396,000
+1.3%
8,5000.0%0.12%
+1.7%
Q2 2022$391,000
-15.9%
8,5000.0%0.12%
+3.4%
Q1 2022$465,000
-2.7%
8,5000.0%0.12%
+7.3%
Q4 2021$478,000
+8.1%
8,5000.0%0.11%
+1.9%
Q3 2021$442,000
-0.7%
8,5000.0%0.11%
+0.9%
Q2 2021$445,000
+0.5%
8,500
-2.3%
0.11%
-9.4%
Q1 2021$443,000
+17.2%
8,7000.0%0.12%
-1.7%
Q4 2020$378,000
+18.1%
8,700
-6.9%
0.12%
+2.6%
Q3 2020$320,000
-13.3%
9,345
-18.8%
0.12%
-16.5%
Q2 2020$369,000
-5.1%
11,515
-21.8%
0.14%
-22.3%
Q1 2020$389,000
-74.3%
14,725
-59.1%
0.18%
-37.0%
Q4 2019$1,516,000
+73.1%
36,020
+62.2%
0.28%
-27.7%
Q3 2019$876,000
+10.2%
22,210
+11.8%
0.39%
+8.3%
Q2 2019$795,000
-49.7%
19,870
-50.5%
0.36%
-52.3%
Q1 2019$1,580,000
+53.7%
40,170
+34.0%
0.76%
+20.4%
Q4 2018$1,028,00029,9700.63%
Other shareholders
WISDOMTREE TR shareholders Q4 2018
NameSharesValueWeighting ↓
TAIYO LIFE INSURANCE CO 880,000$35,200,00017.88%
RVW Wealth, LLC 824,616$32,985,0007.86%
3D ASSET MANAGEMENT, INC 553,096$22,124,0005.39%
QUEST CAPITAL MANAGEMENT INC /ADV 489,261$19,570,0005.00%
TMD & ASSOCIATES, INC 122,905$4,916,0003.36%
CAPITAL WEALTH MANAGEMENT, LLC 72,534$2,902,0002.89%
Hefren-Tillotson, Inc. 249,490$9,980,0002.76%
Avestar Capital, LLC 74,522$2,978,0001.89%
Marietta Wealth Management, LLC 108,363$4,335,0001.69%
Orgel Wealth Management, LLC 104,594$4,184,0001.63%
View complete list of WISDOMTREE TR shareholders