Private Wealth Strategies, L.L.C. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is WCLD and the CUSIP is 97717Y691. A total of 163 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Private Wealth Strategies, L.L.C. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2021$10,253,000
-7.5%
197,710
+2.8%
2.36%
-14.9%
Q3 2021$11,086,000
+7.9%
192,409
+4.7%
2.78%
+4.9%
Q2 2021$10,272,000
+23.5%
183,782
+6.4%
2.65%
+15.0%
Q1 2021$8,319,000
+312.6%
172,692
+358.9%
2.30%
+277.7%
Q4 2020$2,016,000
+90.7%
37,628
+51.9%
0.61%
+64.9%
Q3 2020$1,057,00024,7660.37%
Other shareholders
WISDOMTREE TR shareholders Q4 2020
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