Carolina Wealth Advisors, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is WCLD and the CUSIP is 97717Y691. A total of 137 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is 5.17 and the average weighting 0.2%.

Quarter-by-quarter ownership
Carolina Wealth Advisors, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$14,666
-6.3%
495
+0.2%
0.01%
-11.1%
Q2 2023$15,660
+3.8%
494
-2.8%
0.01%0.0%
Q1 2023$15,088
+125633.3%
508
+9.2%
0.01%
+12.5%
Q4 2022$12
-99.9%
465
+19.5%
0.01%0.0%
Q3 2022$10,000
+11.1%
389
+15.4%
0.01%
+33.3%
Q2 2022$9,000
-40.0%
337
-6.4%
0.01%
-33.3%
Q1 2022$15,000
-6.2%
360
+16.5%
0.01%0.0%
Q4 2021$16,000
-15.8%
309
-5.8%
0.01%
-30.8%
Q3 2021$19,000
+5.6%
3280.0%0.01%
+8.3%
Q2 2021$18,000
+28.6%
328
+10.8%
0.01%
+20.0%
Q1 2021$14,000
-6.7%
296
+5.0%
0.01%
-16.7%
Q4 2020$15,0000.0%282
-19.4%
0.01%
-7.7%
Q3 2020$15,0003500.01%
Other shareholders
WISDOMTREE TR shareholders Q2 2022
NameSharesValueWeighting ↓
Orca Investment Management, LLC 41,499$2,224,0002.33%
NORTHSTAR ASSET MANAGEMENT Co LLC 139,885$7,495,0002.13%
ALBION FINANCIAL GROUP /UT 403,472$21,618,0002.12%
Clarity Wealth Advisors, LLC 61,165$3,277,0001.99%
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 385,098$20,634,0001.91%
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 52,556$2,864,0001.87%
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 143,639$7,696,0001.71%
Rollins Financial 65,058$3,486,0001.59%
STRATEGIC WEALTH MANAGEMENT INC 48,278$2,587,0001.59%
Joseph P. Lucia & Associates, LLC 42,383$2,271,0001.58%
View complete list of WISDOMTREE TR shareholders