INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is WCLD and the CUSIP is 97717Y691. A total of 177 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is 0.39 and the average weighting 0.2%.

Quarter-by-quarter ownership
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2023$4,752
-98.4%
160
-97.2%
0.00%
-98.1%
Q4 2021$298,000
-70.3%
5,755
-66.9%
0.05%
-70.8%
Q3 2021$1,003,000
+4.6%
17,403
+1.5%
0.18%
+0.6%
Q2 2021$959,000
-50.0%
17,150
-54.4%
0.18%0.0%
Q1 2021$1,917,000
+84.7%
37,615
+94.2%
0.18%
-6.3%
Q4 2020$1,038,000
-12.8%
19,365
-30.5%
0.19%
-36.1%
Q3 2020$1,190,000
-34.0%
27,848
-39.9%
0.30%
-31.5%
Q2 2020$1,804,00046,3150.43%
Other shareholders
WISDOMTREE TR shareholders Q3 2021
NameSharesValueWeighting ↓
Edgehill Endowment Partners, LLC 1,444,917$45,803,8698.09%
Selective Wealth Management, Inc. 353,411$11,277,3375.63%
SFI Advisors, LLC 40,010$1,268,3171.20%
KM Capital Management Ltd. 44,096$1,397,8431.01%
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 143,639$4,533,6180.93%
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 385,098$12,154,6890.86%
Clearwater Capital Advisors, LLC 215,635$6,835,6300.81%
Thrive Capital Management, LLC 41,307$1,309,4320.75%
Joseph P. Lucia & Associates, LLC 30,609$970,3050.65%
EPIQ Capital Group, LLC 39,398$1,248,9270.63%
View complete list of WISDOMTREE TR shareholders