Sargent Investment Group, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 113 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

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 Q3 2020
NameSharesValueWeighting ↓
Consolidated Planning Corp 90,984$3,954,0002.58%
PSI Advisors, LLC 82,387$3,580,0002.47%
Great Point Wealth Advisors, LLC 82,268$3,575,0001.53%
Clearwater Capital Advisors, LLC 149,576$6,501,0000.86%
ACG Wealth 112,055$4,870,0000.67%
MONEY CONCEPTS CAPITAL CORP 141,424$6,146,0000.57%
CULBERTSON A N & CO INC 53,538$2,327,0000.55%
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 17,868$777,0000.52%
HC FINANCIAL ADVISORS INC 18,564$807,0000.52%
Investors Research Corp 26,380$1,146,0000.45%
View complete list of WISDOMTREE TR shareholders