Kingsview Wealth Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is WCLD and the CUSIP is 97717Y691. A total of 162 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is 0.21 and the average weighting 0.1%.

Quarter-by-quarter ownership
Kingsview Wealth Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2021$313,000
-33.3%
6,044
-25.7%
0.01%
-40.9%
Q3 2021$469,000
+5.9%
8,140
+2.4%
0.02%0.0%
Q2 2021$443,000
+3.7%
7,946
-7.8%
0.02%
-8.3%
Q1 2021$427,000
-13.6%
8,621
-6.5%
0.02%
-33.3%
Q4 2020$494,000
+110.2%
9,221
+67.6%
0.04%
+71.4%
Q3 2020$235,0005,5030.02%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
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