OSAIC HOLDINGS, INC. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is WCLD and the CUSIP is 97717Y691. A total of 121 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is 0.14 and the average weighting 0.2%.

Quarter-by-quarter ownership
OSAIC HOLDINGS, INC. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$1,440,824
-7.2%
48,627
-0.7%
0.00%
-33.3%
Q2 2023$1,553,392
+6.0%
48,994
-0.9%
0.00%0.0%
Q1 2023$1,466,059
+9.3%
49,433
-7.5%
0.00%0.0%
Q4 2022$1,341,276
+30.1%
53,436
+38.3%
0.00%
+50.0%
Q3 2022$1,031,000
-6.0%
38,646
-1.1%
0.00%0.0%
Q2 2022$1,097,000
-71.5%
39,078
-53.3%
0.00%
-71.4%
Q1 2022$3,848,000
-16.6%
83,667
-6.0%
0.01%
-22.2%
Q4 2021$4,615,000
-28.6%
88,994
-20.7%
0.01%
-30.8%
Q3 2021$6,467,000
-43.1%
112,252
-44.8%
0.01%
-48.0%
Q2 2021$11,358,000
+212.2%
203,381
+169.3%
0.02%
+177.8%
Q1 2021$3,638,000
-45.0%
75,535
-38.8%
0.01%
-50.0%
Q4 2020$6,609,000
+124.2%
123,350
+78.6%
0.02%
+100.0%
Q3 2020$2,948,000
+128.2%
69,071
+108.2%
0.01%
+125.0%
Q2 2020$1,292,000
+1983.9%
33,177
+1176.0%
0.00%
Q1 2020$62,0002,6000.00%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
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