KESTRA PRIVATE WEALTH SERVICES, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is WCLD and the CUSIP is 97717Y691. A total of 162 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is 0.21 and the average weighting 0.1%.

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 Q1 2022
NameSharesValueWeighting ↓
Private Wealth Strategies, L.L.C. 183,782$10,272,0002.65%
ALBION FINANCIAL GROUP /UT 414,005$23,139,0002.01%
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 70,702$4,058,0001.99%
Orca Investment Management, LLC 39,431$2,204,0001.99%
NORTHSTAR ASSET MANAGEMENT Co LLC 134,046$7,492,0001.97%
Clarity Wealth Advisors, LLC 66,942$3,741,0001.94%
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 385,098$21,523,0001.58%
Joseph P. Lucia & Associates, LLC 44,231$2,472,0001.48%
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 143,639$8,028,0001.42%
STRATEGIC WEALTH MANAGEMENT INC 46,902$2,621,0001.41%
View complete list of WISDOMTREE TR shareholders