Evanson Asset Management, LLC - 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
Evanson Asset Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$249,713
-6.5%
8,4280.0%0.02%
-4.2%
Q2 2023$267,158
+6.7%
8,4280.0%0.02%
-4.0%
Q1 2023$250,303
+18.4%
8,4280.0%0.02%
+8.7%
Q4 2022$211,367
-26.1%
8,428
+20.5%
0.02%
-17.9%
Q1 2022$286,0006,9950.03%
Other shareholders
WISDOMTREE TR shareholders Q2 2022
NameSharesValueWeighting ↓
Edgehill Endowment Partners, LLC 1,444,917$45,803,8698.09%
Selective Wealth Management, Inc. 353,411$11,277,3375.63%
SFI Advisors, LLC 40,010$1,268,3171.20%
KM Capital Management Ltd. 44,096$1,397,8431.01%
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 143,639$4,533,6180.93%
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 385,098$12,154,6890.86%
Clearwater Capital Advisors, LLC 215,635$6,835,6300.81%
Thrive Capital Management, LLC 41,307$1,309,4320.75%
Joseph P. Lucia & Associates, LLC 30,609$970,3050.65%
EPIQ Capital Group, LLC 39,398$1,248,9270.63%
View complete list of WISDOMTREE TR shareholders