LBMC INVESTMENT ADVISORS, LLC - 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
LBMC INVESTMENT ADVISORS, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2022$224,000
-4.7%
8,3830.0%0.03%0.0%
Q2 2022$235,000
-28.1%
8,383
+4.9%
0.03%
-10.3%
Q1 2022$327,000
-21.0%
7,9890.0%0.03%
-19.4%
Q4 2021$414,000
-10.0%
7,989
+150.8%
0.04%
-16.3%
Q3 2021$460,000
+2.9%
3,186
-60.1%
0.04%0.0%
Q2 2021$447,000
+17.3%
7,989
+1.0%
0.04%
+7.5%
Q1 2021$381,000
+40.6%
7,911
+56.6%
0.04%
+25.0%
Q4 2020$271,000
+25.5%
5,0510.0%0.03%
+6.7%
Q3 2020$216,0005,0510.03%
Other shareholders
WISDOMTREE TR shareholders Q3 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