Rollins Financial - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is WCLD and the CUSIP is 97717Y691. A total of 177 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is 0.39 and the average weighting 0.2%.

Quarter-by-quarter ownership
Rollins Financial ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2022$1,044,000
-63.9%
25,538
-54.2%
0.31%
-63.3%
Q4 2021$2,889,000
-1.6%
55,715
+6.1%
0.84%
-21.9%
Q2 2021$2,935,000
-4.3%
52,510
-17.6%
1.07%
-18.6%
Q1 2021$3,068,000
-12.0%
63,710
-2.1%
1.32%
-17.3%
Q4 2020$3,486,00065,0581.59%
Other shareholders
WISDOMTREE TR shareholders Q3 2021
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