AJ WEALTH STRATEGIES, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is WCLD and the CUSIP is 97717Y691. A total of 163 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
AJ WEALTH STRATEGIES, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2023$761,117
+6.7%
24,0100.0%0.04%0.0%
Q1 2023$713,097
+40929.7%
24,010
-65.4%
0.04%
-59.3%
Q4 2022$1,738
-99.8%
69,295
+158.7%
0.09%
+116.7%
Q3 2022$714,000
-6.2%
26,788
-1.3%
0.04%
+5.0%
Q2 2022$761,000
-88.6%
27,143
-83.3%
0.04%
-87.8%
Q1 2022$6,659,000
+28.1%
162,845
+62.4%
0.33%
+32.8%
Q4 2021$5,200,000
+680.8%
100,271
+766.9%
0.25%
+586.1%
Q3 2021$666,000
+15.0%
11,566
+11.7%
0.04%
+2.9%
Q2 2021$579,000
+29.8%
10,357
+11.9%
0.04%
+9.4%
Q1 2021$446,000
+12.9%
9,257
+25.7%
0.03%
-5.9%
Q4 2020$395,0007,3670.03%
Other shareholders
WISDOMTREE TR shareholders Q4 2020
NameSharesValueWeighting ↓
Private Wealth Strategies, L.L.C. 192,409$11,086,0002.78%
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 75,517$4,742,0002.12%
ALBION FINANCIAL GROUP /UT 409,138$23,575,0002.06%
NORTHSTAR ASSET MANAGEMENT Co LLC 133,071$7,668,0002.01%
Orca Investment Management, LLC 39,431$2,272,0001.99%
Clarity Wealth Advisors, LLC 69,796$4,021,0001.98%
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 385,098$22,189,0001.59%
STRATEGIC WEALTH MANAGEMENT INC 52,563$3,029,0001.57%
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 143,639$8,276,0001.51%
Joseph P. Lucia & Associates, LLC 44,016$2,536,0001.50%
View complete list of WISDOMTREE TR shareholders