GREAT VALLEY ADVISOR GROUP, INC. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is WCLD and the CUSIP is 97717Y691. A total of 181 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is 0.47 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 Q2 2021
NameSharesValueWeighting ↓
SFI Advisors, LLC 67,005$2,937,0002.59%
Private Wealth Strategies, L.L.C. 197,710$10,253,0002.36%
Bulltick Wealth Management, LLC 221,083$11,465,3642.27%
Clarity Wealth Advisors, LLC 70,974$3,680,0001.71%
Orca Investment Management, LLC 39,431$2,045,0001.68%
ALBION FINANCIAL GROUP /UT 405,613$21,035,0001.67%
NORTHSTAR ASSET MANAGEMENT Co LLC 133,671$6,932,0001.63%
STRATEGIC WEALTH MANAGEMENT INC 57,563$2,985,0001.48%
Joseph P. Lucia & Associates, LLC 44,116$2,288,0001.45%
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 385,098$19,971,0001.31%
View complete list of WISDOMTREE TR shareholders