Advisory Services Network, LLC - 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
Advisory Services Network, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2023$37,660
+37.9%
1,268
+16.4%
0.00%0.0%
Q4 2022$27,312
-52.1%
1,089
+7.3%
0.00%
-50.0%
Q2 2021$57,000
+216.7%
1,015
+195.9%
0.00%
+100.0%
Q4 2020$18,0003430.00%
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