CWM, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is WCLD and the CUSIP is 97717Y691. A total of 162 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is 0.21 and the average weighting 0.1%.

Quarter-by-quarter ownership
CWM, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$671
-9.7%
22,642
-3.4%
0.00%
-20.0%
Q2 2023$743
-19.2%
23,444
-24.3%
0.01%
-16.7%
Q1 2023$920
+15.3%
30,969
-2.7%
0.01%0.0%
Q4 2022$798
-99.9%
31,831
-22.9%
0.01%
-33.3%
Q3 2022$1,102,000
+5.9%
41,309
+11.2%
0.01%
+12.5%
Q2 2022$1,041,000
-28.1%
37,135
+4.9%
0.01%
-20.0%
Q1 2022$1,448,000
-8.9%
35,411
+15.5%
0.01%
-9.1%
Q4 2021$1,590,000
-13.2%
30,661
-6.5%
0.01%
-26.7%
Q2 2021$1,832,0000.0%32,7830.0%0.02%0.0%
Q1 2021$1,832,0000.0%32,7830.0%0.02%0.0%
Q4 2020$1,832,0000.0%32,7830.0%0.02%0.0%
Q3 2020$1,832,0000.0%32,7830.0%0.02%0.0%
Q2 2020$1,832,0000.0%32,7830.0%0.02%0.0%
Q1 2020$1,832,0000.0%32,7830.0%0.02%0.0%
Q4 2019$1,832,0000.0%32,7830.0%0.02%0.0%
Q3 2019$1,832,0000.0%32,7830.0%0.02%0.0%
Q2 2019$1,832,0000.0%32,7830.0%0.02%0.0%
Q1 2019$1,832,00032,7830.02%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
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