Gladstone Institutional Advisory LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is WCLD and the CUSIP is 97717Y691. A total of 194 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is 8.06 and the average weighting 0.2%.

Quarter-by-quarter ownership
Gladstone Institutional Advisory LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2022$310,816
+99202.2%
12,393
+5.6%
0.02%
-8.3%
Q3 2022$313
+0.6%
11,731
+5.8%
0.02%
-4.0%
Q2 2022$311
-30.6%
11,086
+1.2%
0.02%
-16.7%
Q1 2022$448
-92.5%
10,957
-90.6%
0.03%
-93.6%
Q4 2021$6,013
-20.6%
115,949
-11.8%
0.47%
-37.0%
Q3 2021$7,576
+7.7%
131,485
+4.4%
0.74%
-11.5%
Q2 2021$7,036
+15.9%
125,897
-0.2%
0.84%
-11.4%
Q1 2021$6,073
-10.5%
126,098
-0.5%
0.94%
-30.2%
Q4 2020$6,789
+522.8%
126,706
+396.6%
1.35%
+420.0%
Q3 2020$1,09025,5150.26%
Other shareholders
WISDOMTREE TR shareholders Q4 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