Kestra Advisory Services, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is WCLD and the CUSIP is 97717Y691. A total of 125 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is 3.39 and the average weighting 0.4%.

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 Q4 2022
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