Collaborative Wealth Managment Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EMCB and the CUSIP is 97717X784. A total of 24 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Collaborative Wealth Managment Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$2,599,627
-7.5%
42,226
-6.2%
1.55%
-7.2%
Q2 2023$2,808,960
-3.6%
45,041
-3.7%
1.67%
-9.0%
Q1 2023$2,913,243
-0.4%
46,777
-1.0%
1.84%
-4.5%
Q4 2022$2,924,648
+4.4%
47,256
-0.8%
1.92%
-3.1%
Q3 2022$2,801,000
+5.8%
47,634
+9.2%
1.98%
+14.2%
Q2 2022$2,647,000
-4.6%
43,614
+16.4%
1.74%
+14.3%
Q4 2021$2,774,000
+6.0%
37,485
-5.3%
1.52%
+0.8%
Q1 2021$2,616,00039,6001.51%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
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