Newbridge Financial Services Group, Inc. - 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
Newbridge Financial Services Group, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$21,274
-6.5%
7180.0%0.01%0.0%
Q2 2023$22,761
-5.4%
718
-11.4%
0.01%
-15.4%
Q1 2023$24,057
-29.1%
810
-40.1%
0.01%
-35.0%
Q4 2022$33,933
-5.7%
1,3530.0%0.02%
-4.8%
Q3 2022$36,000
+12.5%
1,353
+17.7%
0.02%
+5.0%
Q2 2022$32,000
-22.0%
1,150
+15.1%
0.02%0.0%
Q1 2022$41,000
+10.8%
999
+40.5%
0.02%
+17.6%
Q4 2021$37,000
-9.8%
7110.0%0.02%
-34.6%
Q3 2021$41,000
+10.8%
711
+6.8%
0.03%
+13.0%
Q2 2021$37,000
+117.6%
666
+83.5%
0.02%
+76.9%
Q1 2021$17,0003630.01%
Other shareholders
WISDOMTREE TR shareholders Q3 2021
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