Colonial Trust Advisors - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is WCLD and the CUSIP is 97717Y691. A total of 125 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is 3.39 and the average weighting 0.4%.

Quarter-by-quarter ownership
Colonial Trust Advisors ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$5,333
-6.5%
1800.0%0.00%0.0%
Q2 2023$5,706
+6.7%
1800.0%0.00%0.0%
Q1 2023$5,346
+18.4%
1800.0%0.00%0.0%
Q4 2022$4,5141800.00%
Other shareholders
WISDOMTREE TR shareholders Q4 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