SFI Advisors, LLC - 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
SFI Advisors, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$1,158,592
-8.7%
39,102
-2.3%
1.13%
-6.0%
Q2 2023$1,268,317
+4.3%
40,010
-2.3%
1.20%
-1.4%
Q1 2023$1,216,393
-11.7%
40,956
-25.5%
1.22%
-18.4%
Q4 2022$1,377,845
-26.3%
54,938
-21.6%
1.50%
-31.1%
Q3 2022$1,869,000
-4.1%
70,088
+0.8%
2.17%
+0.5%
Q2 2022$1,949,000
-30.7%
69,537
+1.1%
2.16%
+26.1%
Q1 2022$2,811,000
-4.3%
68,756
+2.6%
1.71%
-34.0%
Q4 2021$2,937,00067,0052.59%
Other shareholders
WISDOMTREE TR shareholders Q2 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