GPS Wealth Strategies Group, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is WCLD and the CUSIP is 97717Y691. A total of 162 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is 0.21 and the average weighting 0.1%.

Quarter-by-quarter ownership
GPS Wealth Strategies Group, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$24,208
-6.5%
8170.0%0.01%0.0%
Q2 2023$25,899
+6.7%
8170.0%0.01%0.0%
Q1 2023$24,265
+5.5%
817
-5.4%
0.01%
-16.7%
Q3 2022$23,000
-4.2%
8640.0%0.01%0.0%
Q2 2022$24,000
-4.0%
864
+40.0%
0.01%0.0%
Q1 2022$25,000
-43.2%
617
-27.6%
0.01%
-40.0%
Q4 2021$44,000
-8.3%
852
+2.2%
0.01%
-16.7%
Q3 2021$48,000
+4.3%
834
+2.2%
0.01%0.0%
Q2 2021$46,000
+17.9%
8160.0%0.01%
+9.1%
Q1 2021$39,0008160.01%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
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