HM PAYSON & CO - 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
HM PAYSON & CO ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2019$887,000
+1.4%
12,0000.0%0.03%
-9.7%
Q3 2019$875,000
+34.0%
12,000
+33.3%
0.03%
+34.8%
Q2 2019$653,000
+89.8%
9,000
+80.0%
0.02%
+53.3%
Q3 2018$344,000
-0.6%
5,0000.0%0.02%0.0%
Q2 2018$346,000
-53.8%
5,000
-52.6%
0.02%
-51.6%
Q1 2018$749,000
-2.3%
10,5450.0%0.03%0.0%
Q4 2017$767,000
+34.3%
10,545
+34.9%
0.03%
+24.0%
Q3 2017$571,000
+2.3%
7,8160.0%0.02%0.0%
Q2 2017$558,000
+36.1%
7,816
+36.4%
0.02%
+31.6%
Q1 2017$410,000
+2.8%
5,7290.0%0.02%0.0%
Q4 2016$399,0005,7290.02%
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