Rockbridge Investment Management, LCC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is WCLD and the CUSIP is 97717Y691. A total of 194 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is 8.06 and the average weighting 0.2%.

Quarter-by-quarter ownership
Rockbridge Investment Management, LCC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2021$34,000
-8.1%
6500.0%0.01%
-16.7%
Q3 2021$37,000
+2.8%
6500.0%0.01%0.0%
Q2 2021$36,000
+16.1%
6500.0%0.01%0.0%
Q1 2021$31,000
-11.4%
6500.0%0.01%
-14.3%
Q4 2020$35,000
+25.0%
6500.0%0.01%0.0%
Q3 2020$28,000
+12.0%
6500.0%0.01%
+16.7%
Q2 2020$25,0006500.01%
Other shareholders
WISDOMTREE TR shareholders Q4 2021
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