UBS Group AG - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is WCLD and the CUSIP is 97717Y691. A total of 137 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is 5.17 and the average weighting 0.2%.

Quarter-by-quarter ownership
UBS Group AG ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$3,228,959
-6.2%
108,976
+0.4%
0.00%0.0%
Q2 2023$3,442,177
+9.8%
108,586
+2.9%
0.00%0.0%
Q1 2023$3,134,835
+7.7%
105,550
-9.0%
0.00%0.0%
Q4 2022$2,909,757
-40.0%
116,019
-36.2%
0.00%
-50.0%
Q3 2022$4,853,000
+32.7%
181,956
+39.5%
0.00%0.0%
Q2 2022$3,656,000
-41.8%
130,389
-15.1%
0.00%0.0%
Q1 2022$6,279,000
+44.3%
153,555
+83.0%
0.00%
+100.0%
Q4 2021$4,350,000
-47.2%
83,896
-41.4%
0.00%
-66.7%
Q3 2021$8,243,000
+29.6%
143,051
+25.7%
0.00%
+50.0%
Q2 2021$6,362,000
+3.5%
113,827
-10.8%
0.00%0.0%
Q1 2021$6,148,000
+58.0%
127,659
+75.8%
0.00%
+100.0%
Q4 2020$3,891,000
+98.1%
72,604
+58.0%
0.00%0.0%
Q3 2020$1,964,00045,9570.00%
Other shareholders
WISDOMTREE TR shareholders Q2 2022
NameSharesValueWeighting ↓
Edgehill Endowment Partners, LLC 448,715$18,348,0004.88%
SFI Advisors, LLC 68,756$2,811,0001.71%
Clarity Wealth Advisors, LLC 69,944$2,860,0001.36%
NORTHSTAR ASSET MANAGEMENT Co LLC 125,305$5,124,0001.31%
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 385,098$15,629,0001.08%
Joseph P. Lucia & Associates, LLC 42,839$1,752,0001.07%
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 143,639$5,829,0001.03%
Thrive Capital Management, LLC 37,847$1,548,0000.93%
Clearwater Capital Advisors, LLC 195,407$7,990,0000.92%
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 47,793$1,954,0000.83%
View complete list of WISDOMTREE TR shareholders