Kestra Advisory Services, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is WCLD and the CUSIP is 97717Y691. A total of 137 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is 5.17 and the average weighting 0.2%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$418,731
-13.7%
14,132
-7.7%
0.00%
-20.0%
Q2 2023$485,295
-10.1%
15,309
-15.8%
0.01%
-16.7%
Q1 2023$539,916
-2.4%
18,179
-17.6%
0.01%
+20.0%
Q4 2022$553,215
-99.9%
22,058
-50.7%
0.01%
-16.7%
Q3 2022$596,596,000
+63300.2%
44,698
+33.2%
0.01%
-40.0%
Q2 2022$941,000
-74.6%
33,569
-63.0%
0.01%
-74.4%
Q1 2022$3,712,000
-22.3%
90,787
-1.4%
0.04%
-18.8%
Q4 2021$4,776,000
-9.8%
92,086
+0.2%
0.05%
-9.4%
Q3 2021$5,297,000
-12.4%
91,934
-15.1%
0.05%
-23.2%
Q2 2021$6,049,000
-26.6%
108,223
-36.8%
0.07%
-34.3%
Q1 2021$8,243,000
-14.5%
171,149
-4.2%
0.10%
-6.2%
Q4 2020$9,640,000
-99.9%
178,625
+14.6%
0.11%
-9.7%
Q3 2020$6,665,000,000155,8640.12%
Other shareholders
WISDOMTREE TR shareholders Q2 2022
NameSharesValueWeighting ↓
Private Wealth Strategies, L.L.C. 183,782$10,272,0002.65%
ALBION FINANCIAL GROUP /UT 414,005$23,139,0002.01%
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 70,702$4,058,0001.99%
Orca Investment Management, LLC 39,431$2,204,0001.99%
NORTHSTAR ASSET MANAGEMENT Co LLC 134,046$7,492,0001.97%
Clarity Wealth Advisors, LLC 66,942$3,741,0001.94%
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 385,098$21,523,0001.58%
Joseph P. Lucia & Associates, LLC 44,231$2,472,0001.48%
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 143,639$8,028,0001.42%
STRATEGIC WEALTH MANAGEMENT INC 46,902$2,621,0001.41%
View complete list of WISDOMTREE TR shareholders