EPIQ Capital Group, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is WCLD and the CUSIP is 97717Y691. A total of 121 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is 0.14 and the average weighting 0.2%.

Quarter-by-quarter ownership
EPIQ Capital Group, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$1,210,425
-3.1%
40,851
+3.7%
0.63%
-0.3%
Q2 2023$1,248,927
+6.7%
39,3980.0%0.63%
+6.8%
Q1 2023$1,170,130
-2.3%
39,398
+70.5%
0.59%
+176.5%
Q4 2021$1,198,000
-10.0%
23,1030.0%0.21%
+54.3%
Q3 2021$1,331,00023,1030.14%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
NameSharesValueWeighting ↓
Private Wealth Strategies, L.L.C. 183,782$10,272,0002.65%
ALBION FINANCIAL GROUP /UT 414,005$23,139,0002.01%
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 70,702$4,058,0001.99%
Orca Investment Management, LLC 39,431$2,204,0001.99%
NORTHSTAR ASSET MANAGEMENT Co LLC 134,046$7,492,0001.97%
Clarity Wealth Advisors, LLC 66,942$3,741,0001.94%
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 385,098$21,523,0001.58%
Joseph P. Lucia & Associates, LLC 44,231$2,472,0001.48%
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 143,639$8,028,0001.42%
STRATEGIC WEALTH MANAGEMENT INC 46,902$2,621,0001.41%
View complete list of WISDOMTREE TR shareholders