Claro Advisors 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
Claro Advisors LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$285,989
-7.6%
9,652
-1.2%
0.07%
-7.8%
Q2 2023$309,614
+6.3%
9,767
-0.4%
0.08%
-10.5%
Q1 2023$291,268
+20.3%
9,807
+1.6%
0.09%
+8.9%
Q4 2022$242,198
-44.3%
9,657
-37.7%
0.08%
-54.3%
Q3 2022$435,0000.0%15,5050.0%0.17%0.0%
Q2 2022$435,000
-64.7%
15,505
-34.7%
0.17%
-60.9%
Q1 2022$1,231,0000.0%23,7300.0%0.44%0.0%
Q4 2021$1,231,000
-8.5%
23,730
+1.6%
0.44%
-21.7%
Q3 2021$1,346,000
+6.1%
23,354
+2.8%
0.57%
-0.9%
Q2 2021$1,269,000
+21.3%
22,714
+4.5%
0.57%
+7.7%
Q1 2021$1,046,000
-10.3%
21,727
-0.1%
0.53%
-14.5%
Q4 2020$1,166,000
+27.3%
21,757
+1.5%
0.62%
+6.9%
Q3 2020$916,000
+25.1%
21,442
+14.2%
0.58%
+15.1%
Q2 2020$732,00018,7810.50%
Other shareholders
WISDOMTREE TR shareholders Q4 2020
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