Schwab Charitable Fund - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is WCLD and the CUSIP is 97717Y691. A total of 126 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is 0.53 and the average weighting 0.2%.

Quarter-by-quarter ownership
Schwab Charitable Fund ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2023$556,251
+18.4%
18,7290.0%0.05%
-34.6%
Q4 2022$469,723
-6.1%
18,7290.0%0.08%
-26.4%
Q3 2022$500,000
-4.8%
18,7290.0%0.11%
+16.5%
Q2 2022$525,000
-31.5%
18,7290.0%0.09%
+15.2%
Q1 2022$766,00018,7290.08%
Other shareholders
WISDOMTREE TR shareholders Q3 2022
NameSharesValueWeighting ↓
Private Wealth Strategies, L.L.C. 183,782$10,272,0002.65%
ALBION FINANCIAL GROUP /UT 414,005$23,139,0002.01%
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 70,702$4,058,0001.99%
Orca Investment Management, LLC 39,431$2,204,0001.99%
NORTHSTAR ASSET MANAGEMENT Co LLC 134,046$7,492,0001.97%
Clarity Wealth Advisors, LLC 66,942$3,741,0001.94%
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 385,098$21,523,0001.58%
Joseph P. Lucia & Associates, LLC 44,231$2,472,0001.48%
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 143,639$8,028,0001.42%
STRATEGIC WEALTH MANAGEMENT INC 46,902$2,621,0001.41%
View complete list of WISDOMTREE TR shareholders