Moloney Securities 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
Moloney Securities Asset Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$328,567
-4.3%
11,089
+2.4%
0.06%
-3.3%
Q2 2023$343,153
+14.2%
10,825
+7.0%
0.06%
+8.9%
Q1 2023$300,564
+23.8%
10,120
+4.5%
0.06%
+3.7%
Q4 2022$242,774
-20.1%
9,680
-15.1%
0.05%
-27.0%
Q3 2022$304,000
-2.3%
11,400
+2.7%
0.07%
+1.4%
Q2 2022$311,000
-34.8%
11,102
-4.9%
0.07%
-21.5%
Q1 2022$477,000
-35.5%
11,673
-18.2%
0.09%
-26.2%
Q4 2021$740,000
-37.0%
14,278
-29.9%
0.13%
-41.1%
Q3 2021$1,174,000
+3.6%
20,373
+0.5%
0.21%
+3.9%
Q2 2021$1,133,000
+43.6%
20,273
+23.8%
0.21%
+32.9%
Q1 2021$789,000
+142.0%
16,379
+169.3%
0.16%
+115.3%
Q4 2020$326,0006,0820.07%
Other shareholders
WISDOMTREE TR shareholders Q2 2021
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