Creative Planning - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is WCLD and the CUSIP is 97717Y691. A total of 127 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
Creative Planning ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2022$338,000
+3.4%
12,687
+8.6%
0.00%0.0%
Q2 2022$327,000
-44.9%
11,677
-19.5%
0.00%0.0%
Q1 2022$593,000
-34.7%
14,511
-17.1%
0.00%0.0%
Q4 2021$908,000
-1.4%
17,505
+9.6%
0.00%
-50.0%
Q3 2021$921,000
+1.2%
15,978
-1.8%
0.00%0.0%
Q2 2021$910,000
+3.5%
16,274
-10.9%
0.00%0.0%
Q1 2021$879,000
-10.6%
18,255
-0.5%
0.00%0.0%
Q4 2020$983,000
+68.9%
18,355
+34.7%
0.00%0.0%
Q3 2020$582,00013,6230.00%
Other shareholders
WISDOMTREE TR shareholders Q3 2022
NameSharesValueWeighting ↓
Edgehill Endowment Partners, LLC 1,444,917$38,536,0009.91%
SFI Advisors, LLC 70,088$1,869,0002.17%
Clarity Wealth Advisors, LLC 61,315$1,635,0000.98%
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 143,639$3,878,0000.90%
Clearwater Capital Advisors, LLC 242,766$6,475,0000.89%
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 385,098$10,397,0000.86%
Joseph P. Lucia & Associates, LLC 40,049$1,068,0000.84%
Selective Wealth Management, Inc. 67,209$1,792,0000.77%
Thrive Capital Management, LLC 37,791$1,008,0000.68%
Yarbrough Capital, LLC 200,776$5,355,0000.43%
View complete list of WISDOMTREE TR shareholders