B. Riley Wealth Advisors, Inc. - 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
B. Riley Wealth Advisors, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2023$233,828
+16.5%
7,873
-1.6%
0.01%0.0%
Q4 2022$200,716
-2.6%
8,003
+3.8%
0.01%0.0%
Q3 2022$206,000
-5.1%
7,710
-0.4%
0.01%
-33.3%
Q2 2022$217,000
-35.0%
7,740
-5.2%
0.01%
-18.2%
Q1 2022$334,000
-88.0%
8,163
-84.8%
0.01%
-86.2%
Q4 2021$2,782,000
-7.1%
53,635
+3.2%
0.08%
-15.8%
Q3 2021$2,994,000
-1.6%
51,961
-4.6%
0.10%
-4.0%
Q2 2021$3,044,000
+8.4%
54,462
-6.6%
0.10%0.0%
Q1 2021$2,808,000
-1.2%
58,297
+9.9%
0.10%
-34.9%
Q4 2020$2,843,000
-18.5%
53,058
-37.4%
0.15%
-18.3%
Q3 2020$3,490,000
+134.1%
84,793
+121.7%
0.19%
+86.0%
Q2 2020$1,491,00038,2490.10%
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