Integrated Wealth Concepts 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
Integrated Wealth Concepts LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2022$981
-99.7%
39,124
+261.5%
0.03%
+200.0%
Q3 2022$289,000
-1.4%
10,822
+3.6%
0.01%0.0%
Q2 2022$293,000
+14.5%
10,450
+111.7%
0.01%
+12.5%
Q4 2021$256,000
-10.5%
4,937
-0.5%
0.01%
-11.1%
Q3 2021$286,000
+2.1%
4,961
-0.8%
0.01%
-10.0%
Q2 2021$280,000
-2.1%
5,003
-15.8%
0.01%
-16.7%
Q1 2021$286,000
-46.0%
5,945
-39.9%
0.01%
-52.0%
Q4 2020$530,000
+75.5%
9,892
+40.2%
0.02%
+31.6%
Q3 2020$302,0007,0570.02%
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