LEVEL FOUR ADVISORY SERVICES, 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
LEVEL FOUR ADVISORY SERVICES, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2023$302,940
-38.4%
10,200
-15.3%
0.02%
-48.7%
Q1 2022$492,000
-47.5%
12,040
-28.2%
0.04%
-40.0%
Q2 2021$937,000
+20.6%
16,765
+3.9%
0.06%
+8.3%
Q1 2021$777,000
-11.8%
16,140
-1.8%
0.06%
-15.5%
Q4 2020$881,000
+52.4%
16,440
+21.6%
0.07%
+57.8%
Q3 2020$578,00013,5250.04%
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