Masso Torrence Wealth Management Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is WCLD and the CUSIP is 97717Y691. A total of 137 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is 5.17 and the average weighting 0.2%.

Quarter-by-quarter ownership
Masso Torrence Wealth Management Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2022$230,000
-14.5%
8,624
-10.2%
0.20%
-14.3%
Q2 2022$269,000
-63.7%
9,605
-47.1%
0.24%
-60.1%
Q1 2022$742,000
-33.7%
18,150
-15.9%
0.59%
-24.0%
Q4 2021$1,119,00021,5740.78%
Other shareholders
WISDOMTREE TR shareholders Q2 2022
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