Sigma Planning Corp - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is WCLD and the CUSIP is 97717Y691. A total of 121 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is 0.14 and the average weighting 0.2%.

Quarter-by-quarter ownership
Sigma Planning Corp ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2022$276,000
-44.8%
6,750
-30.0%
0.01%
-42.9%
Q4 2021$500,000
-20.4%
9,641
-11.5%
0.01%
-26.3%
Q3 2021$628,000
+11.5%
10,894
+8.2%
0.02%
+11.8%
Q2 2021$563,000
+159.4%
10,067
+123.2%
0.02%
+142.9%
Q1 2021$217,0004,5100.01%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
NameSharesValueWeighting ↓
Private Wealth Strategies, L.L.C. 192,409$11,086,0002.78%
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 75,517$4,742,0002.12%
ALBION FINANCIAL GROUP /UT 409,138$23,575,0002.06%
NORTHSTAR ASSET MANAGEMENT Co LLC 133,071$7,668,0002.01%
Orca Investment Management, LLC 39,431$2,272,0001.99%
Clarity Wealth Advisors, LLC 69,796$4,021,0001.98%
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 385,098$22,189,0001.59%
STRATEGIC WEALTH MANAGEMENT INC 52,563$3,029,0001.57%
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 143,639$8,276,0001.51%
Joseph P. Lucia & Associates, LLC 44,016$2,536,0001.50%
View complete list of WISDOMTREE TR shareholders