Moloney Securities Asset Management, 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
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 Q4 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