Claro Advisors LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is WCBR and the CUSIP is 97717Y659. A total of 28 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Claro Advisors LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$274,106
+5.2%
13,417
-0.2%
0.07%
+6.2%
Q2 2023$260,465
-3.6%
13,447
-8.4%
0.06%
-17.7%
Q1 2023$270,146
-5.3%
14,682
-21.7%
0.08%
-15.1%
Q4 2022$285,398
-18.7%
18,745
-5.0%
0.09%
-33.6%
Q3 2022$351,0000.0%19,7400.0%0.14%0.0%
Q2 2022$351,000
-19.9%
19,740
+18.4%
0.14%
-11.4%
Q1 2022$438,0000.0%16,6750.0%0.16%0.0%
Q4 2021$438,000
+11.7%
16,675
+9.7%
0.16%
-4.2%
Q3 2021$392,00015,2040.16%
Other shareholders
WISDOMTREE TR shareholders Q2 2022
NameSharesValueWeighting ↓
Procyon Advisors, LLC 81,241$1,573,6380.20%
S. R. Schill & Associates 13,002$251,8490.11%
GREAT VALLEY ADVISOR GROUP, INC. 103,311$2,001,1360.08%
Claro Advisors LLC 13,447$260,4650.06%
Rise Advisors, LLC 1,601$31,0200.02%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 10,000$193,7000.02%
FLOW TRADERS U.S. LLC 19,818$3840.02%
HALBERT HARGROVE GLOBAL ADVISORS, LLC 10,402$201,4780.02%
MARK SHEPTOFF FINANCIAL PLANNING, LLC 200$3,8740.00%
Cambridge Investment Research Advisors, Inc. 18,594$3600.00%
View complete list of WISDOMTREE TR shareholders