Legend Financial Advisors, Inc. - 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
Legend Financial Advisors, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2022$366,000
+18.1%
6,364
+6.5%
0.23%
+7.9%
Q4 2021$310,000
-15.3%
5,974
-6.1%
0.22%
-7.3%
Q3 2021$366,000
+2.5%
6,364
-0.4%
0.23%
+1.3%
Q2 2021$357,000
-35.1%
6,391
-44.1%
0.23%
-94.5%
Q1 2021$550,000
-3.7%
11,425
+7.2%
4.17%
+801.3%
Q4 2020$571,00010,6550.46%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
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