IFP Advisors, Inc - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is WCLD and the CUSIP is 97717Y691. A total of 76 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
IFP Advisors, Inc ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$82,577
-59.6%
2,787
-61.2%
0.00%0.0%
Q2 2023$204,533
+116.2%
7,174
+92.0%
0.00%0.0%
Q1 2023$94,598
+72112.2%
3,736
-27.4%
0.00%
+33.3%
Q4 2022$131
-99.9%
5,143
+0.3%
0.00%0.0%
Q3 2022$131,0000.0%5,128
-0.2%
0.00%
-25.0%
Q2 2022$131,000
-38.5%
5,138
-38.4%
0.00%
+33.3%
Q1 2022$213,000
+29.9%
8,338
+160.6%
0.00%0.0%
Q4 2021$164,000
-10.4%
3,200
+0.8%
0.00%
-25.0%
Q3 2021$183,000
-9.0%
3,175
-11.2%
0.00%0.0%
Q2 2021$201,000
-65.3%
3,575
-70.3%
0.00%
-63.6%
Q1 2021$580,000
-22.4%
12,052
-13.6%
0.01%
-63.3%
Q4 2020$747,000
+51.2%
13,947
+20.9%
0.03%
+3.4%
Q3 2020$494,000
+227.2%
11,538
+192.5%
0.03%
+141.7%
Q2 2020$151,0003,9450.01%
Other shareholders
WISDOMTREE TR shareholders Q2 2020
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