KESTRA PRIVATE WEALTH SERVICES, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is WCLD and the CUSIP is 97717Y691. A total of 194 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is 8.06 and the average weighting 0.2%.

Quarter-by-quarter ownership
KESTRA PRIVATE WEALTH SERVICES, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2022$216,000
-22.9%
8,116
-18.8%
0.01%
-18.8%
Q2 2022$280,000
-51.0%
9,992
-28.4%
0.02%
-42.9%
Q1 2022$571,000
-31.0%
13,962
-12.5%
0.03%
-30.0%
Q4 2021$828,000
-9.7%
15,957
+0.2%
0.04%
-21.6%
Q3 2021$917,000
+1.6%
15,918
-1.5%
0.05%
-7.3%
Q2 2021$903,000
+13.6%
16,161
-2.1%
0.06%0.0%
Q1 2021$795,000
-0.7%
16,505
+11.2%
0.06%
-6.8%
Q4 2020$801,000
-99.8%
14,836
+57.5%
0.06%
+68.6%
Q3 2020$403,000,0009,4210.04%
Other shareholders
WISDOMTREE TR shareholders Q4 2021
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