INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is WCLD and the CUSIP is 97717Y691. A total of 179 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is 0.47 and the average weighting 0.2%.

Quarter-by-quarter ownership
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2021$5,000
-16.7%
1000.0%0.00%0.0%
Q3 2021$6,0000.0%1000.0%0.00%0.0%
Q2 2021$6,000
+20.0%
1000.0%0.00%0.0%
Q1 2021$5,0001000.00%
Other shareholders
WISDOMTREE TR shareholders Q2 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