LPL Financial LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is WCLD and the CUSIP is 97717Y691. A total of 163 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
LPL Financial LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$6,705,032
+13.7%
226,292
+21.6%
0.01%
+25.0%
Q2 2023$5,898,261
-12.4%
186,065
-17.9%
0.00%
-20.0%
Q1 2023$6,731,594
+4.7%
226,653
-11.6%
0.01%
-16.7%
Q4 2022$6,431,716
-17.7%
256,448
-12.5%
0.01%
-25.0%
Q3 2022$7,819,000
-12.9%
293,186
-8.4%
0.01%
-11.1%
Q2 2022$8,972,000
-39.5%
320,081
-11.7%
0.01%
-30.8%
Q1 2022$14,829,000
-34.1%
362,665
-16.4%
0.01%
-31.6%
Q4 2021$22,506,000
-13.8%
433,983
-4.2%
0.02%
-24.0%
Q3 2021$26,106,000
-0.3%
453,079
-3.3%
0.02%
-3.8%
Q2 2021$26,194,000
-28.1%
468,670
-38.1%
0.03%
-38.1%
Q1 2021$36,444,000
-2.1%
756,732
+8.9%
0.04%
-12.5%
Q4 2020$37,225,000
+139.2%
694,751
+90.8%
0.05%
+100.0%
Q3 2020$15,563,000
+100.7%
364,215
+83.0%
0.02%
+71.4%
Q2 2020$7,755,000199,0420.01%
Other shareholders
WISDOMTREE TR shareholders Q4 2020
NameSharesValueWeighting ↓
Edgehill Endowment Partners, LLC 448,715$18,348,0004.88%
SFI Advisors, LLC 68,756$2,811,0001.71%
Clarity Wealth Advisors, LLC 69,944$2,860,0001.36%
NORTHSTAR ASSET MANAGEMENT Co LLC 125,305$5,124,0001.31%
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 385,098$15,629,0001.08%
Joseph P. Lucia & Associates, LLC 42,839$1,752,0001.07%
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 143,639$5,829,0001.03%
Thrive Capital Management, LLC 37,847$1,548,0000.93%
Clearwater Capital Advisors, LLC 195,407$7,990,0000.92%
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 47,793$1,954,0000.83%
View complete list of WISDOMTREE TR shareholders