Parallel Advisors, 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
Parallel Advisors, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$118,757
-33.5%
4,008
-28.8%
0.00%
-33.3%
Q2 2023$178,550
-6.1%
5,632
-12.0%
0.01%0.0%
Q1 2023$190,184
+13.3%
6,403
-4.3%
0.01%
-14.3%
Q4 2022$167,810
-9.3%
6,691
-3.3%
0.01%
-22.2%
Q3 2022$185,000
-6.1%
6,919
-1.3%
0.01%0.0%
Q2 2022$197,000
-49.2%
7,011
-24.9%
0.01%
-40.0%
Q1 2022$388,000
-55.5%
9,331
-44.4%
0.02%
-53.1%
Q4 2021$871,000
-13.2%
16,788
-3.7%
0.03%
-20.0%
Q3 2021$1,004,000
+3.1%
17,433
+0.0%
0.04%
-2.4%
Q2 2021$974,000
+8.9%
17,432
-6.1%
0.04%
-2.4%
Q1 2021$894,000
-11.9%
18,566
-2.0%
0.04%
-23.6%
Q4 2020$1,015,000
+94.8%
18,944
+55.2%
0.06%
+71.9%
Q3 2020$521,000
+8.1%
12,203
-1.5%
0.03%
+3.2%
Q2 2020$482,00012,3940.03%
Other shareholders
WISDOMTREE TR shareholders Q4 2021
NameSharesValueWeighting ↓
Edgehill Endowment Partners, LLC 1,444,917$42,812,8917.88%
Selective Wealth Management, Inc. 345,911$9,993,3625.49%
SFI Advisors, LLC 39,102$1,158,5921.13%
KM Capital Management Ltd. 49,771$1,474,7141.01%
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 143,639$4,255,0460.91%
Thrive Capital Management, LLC 51,536$1,527,0120.85%
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 385,098$11,407,8330.84%
Clearwater Capital Advisors, LLC 213,409$6,323,3090.78%
Bremer Bank National Association 129,055$3,823,9000.76%
EPIQ Capital Group, LLC 40,851$1,210,4250.63%
View complete list of WISDOMTREE TR shareholders