McCarthy Asset Management, Inc. - 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
McCarthy Asset Management, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2022$21,000
-19.2%
5100.0%0.02%
-16.7%
Q4 2021$26,000
-10.3%
5100.0%0.02%
-18.2%
Q3 2021$29,0000.0%5100.0%0.02%
+4.8%
Q2 2021$29,000
+16.0%
5100.0%0.02%
+5.0%
Q1 2021$25,000
-7.4%
5100.0%0.02%
-9.1%
Q4 2020$27,0005100.02%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
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