Destiny Wealth Partners, LLC - 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
Destiny Wealth Partners, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$2,652,270
-9.7%
89,513
+0.5%
0.54%
-4.8%
Q2 2023$2,936,044
+15.4%
89,052
+4.0%
0.56%
+6.8%
Q1 2023$2,544,221
+29.0%
85,664
+9.0%
0.53%
+23.2%
Q4 2022$1,971,739
+9.1%
78,618
+16.0%
0.43%
+5.2%
Q3 2022$1,808,000
-0.2%
67,786
+4.9%
0.41%
+1.8%
Q2 2022$1,811,000
-14.0%
64,595
+25.3%
0.40%
-2.7%
Q1 2022$2,107,000
-12.3%
51,536
+11.2%
0.41%
-11.4%
Q4 2021$2,403,000
-8.4%
46,330
+1.7%
0.46%
-12.1%
Q3 2021$2,624,000
+7.0%
45,535
+3.7%
0.53%
+12.4%
Q2 2021$2,453,000
+119.6%
43,896
+89.2%
0.47%
+101.3%
Q1 2021$1,117,000
+39.3%
23,203
+55.0%
0.23%
+39.5%
Q4 2020$802,00014,9690.17%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
NameSharesValueWeighting ↓
Private Wealth Strategies, L.L.C. 192,409$11,086,0002.78%
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 75,517$4,742,0002.12%
ALBION FINANCIAL GROUP /UT 409,138$23,575,0002.06%
NORTHSTAR ASSET MANAGEMENT Co LLC 133,071$7,668,0002.01%
Orca Investment Management, LLC 39,431$2,272,0001.99%
Clarity Wealth Advisors, LLC 69,796$4,021,0001.98%
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 385,098$22,189,0001.59%
STRATEGIC WEALTH MANAGEMENT INC 52,563$3,029,0001.57%
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 143,639$8,276,0001.51%
Joseph P. Lucia & Associates, LLC 44,016$2,536,0001.50%
View complete list of WISDOMTREE TR shareholders