Private Wealth Strategies, L.L.C. - 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
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 Q1 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