Wolf Group Capital Advisors - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is WCLD and the CUSIP is 97717Y691. A total of 109 filers reported holding WISDOMTREE TR in Q2 2024. The put-call ratio across all filers is 0.42 and the average weighting 0.1%.

Quarter-by-quarter ownership
Wolf Group Capital Advisors ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2024$370,772
-1.5%
11,737
-1.2%
0.15%
-18.4%
Q1 2024$376,4380.0%11,8750.0%0.18%0.0%
Q4 2023$376,438
+7.8%
11,875
+0.7%
0.18%
+8.5%
Q3 2023$349,338
-3.3%
11,790
-0.7%
0.16%
-8.3%
Q2 2023$361,238
+2.4%
11,8750.0%0.18%
+2.9%
Q1 2023$352,688
+17.2%
11,875
-1.0%
0.18%
+23.2%
Q4 2022$300,960
-50.7%
12,000
-19.6%
0.14%
-54.5%
Q1 2022$610,000
-73.3%
14,923
-66.2%
0.31%
-16.6%
Q4 2021$2,287,000
+179.2%
44,091
+210.0%
0.37%
-16.1%
Q3 2021$819,000
-0.1%
14,221
-3.1%
0.45%
+1.4%
Q2 2021$820,000
+46.4%
14,677
+26.2%
0.44%
+36.6%
Q1 2021$560,000
+91.1%
11,634
+112.9%
0.32%
+77.9%
Q4 2020$293,0005,4650.18%
Other shareholders
WISDOMTREE TR shareholders Q2 2024
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