Private Advisor Group, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is WCLD and the CUSIP is 97717Y691. A total of 117 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Private Advisor Group, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$286,020
-43.0%
9,653
-36.9%
0.00%
-25.0%
Q2 2023$501,970
-4.8%
15,290
-13.9%
0.00%
-20.0%
Q1 2023$527,207
+143.8%
17,751
+2.4%
0.01%
-54.5%
Q4 2022$216,258
-63.3%
17,331
-21.5%
0.01%
+57.1%
Q3 2022$589,000
+66.4%
22,074
+74.9%
0.01%
+133.3%
Q2 2022$354,000
-38.8%
12,623
-10.7%
0.00%
-25.0%
Q1 2022$578,000
-23.2%
14,141
-2.6%
0.00%
-33.3%
Q4 2021$753,000
-45.9%
14,523
-39.9%
0.01%
-33.3%
Q3 2021$1,393,000
+78.4%
24,176
+73.1%
0.01%
+28.6%
Q2 2021$781,000
+49.3%
13,968
+28.9%
0.01%
+40.0%
Q1 2021$523,000
-48.1%
10,840
-42.3%
0.01%
-54.5%
Q4 2020$1,008,000
+121.1%
18,796
+76.3%
0.01%
+83.3%
Q3 2020$456,000
+1012.2%
10,662
+915.4%
0.01%
+500.0%
Q2 2020$41,0001,0500.00%
Other shareholders
WISDOMTREE TR shareholders Q3 2020
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