GREAT VALLEY ADVISOR GROUP, INC. - 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
GREAT VALLEY ADVISOR GROUP, INC. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2021$439,000
-10.4%
8,463
-0.5%
0.03%
-20.6%
Q3 2021$490,000
+11.1%
8,504
+7.8%
0.03%
+3.0%
Q2 2021$441,000
-68.4%
7,889
-72.8%
0.03%
-75.4%
Q1 2021$1,397,000
-19.2%
29,005
-10.1%
0.13%
-25.1%
Q4 2020$1,728,000
+57.1%
32,259
+25.3%
0.18%
+32.6%
Q3 2020$1,100,000
+17.1%
25,749
+6.8%
0.14%
-12.3%
Q2 2020$939,00024,1120.15%
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