Graypoint LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is WCLD and the CUSIP is 97717Y691. A total of 119 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is 0.21 and the average weighting 0.2%.

Quarter-by-quarter ownership
Graypoint LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$281,041
-6.5%
9,4850.0%0.03%
-13.3%
Q2 2023$300,675
+6.7%
9,4850.0%0.03%
-3.2%
Q1 2023$281,705
-15.8%
9,485
-28.9%
0.03%
-22.5%
Q4 2022$334,718
+4.6%
13,346
+11.3%
0.04%
-2.4%
Q3 2022$320,000
-65.3%
11,994
-32.5%
0.04%
-57.7%
Q4 2021$922,000
+68.2%
17,777
+87.0%
0.10%
+44.8%
Q3 2021$548,000
+6.0%
9,507
+2.9%
0.07%
-2.9%
Q2 2021$517,000
+58.1%
9,243
+36.3%
0.07%
+38.0%
Q1 2021$327,0006,7800.05%
Other shareholders
WISDOMTREE TR shareholders Q2 2023
NameSharesValueWeighting ↓
Edgehill Endowment Partners, LLC 448,715$18,348,0004.88%
SFI Advisors, LLC 68,756$2,811,0001.71%
Clarity Wealth Advisors, LLC 69,944$2,860,0001.36%
NORTHSTAR ASSET MANAGEMENT Co LLC 125,305$5,124,0001.31%
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 385,098$15,629,0001.08%
Joseph P. Lucia & Associates, LLC 42,839$1,752,0001.07%
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 143,639$5,829,0001.03%
Thrive Capital Management, LLC 37,847$1,548,0000.93%
Clearwater Capital Advisors, LLC 195,407$7,990,0000.92%
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 47,793$1,954,0000.83%
View complete list of WISDOMTREE TR shareholders