SFI Advisors, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is WCLD and the CUSIP is 97717Y691. A total of 126 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is 0.53 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 Q3 2022
NameSharesValueWeighting ↓
Edgehill Endowment Partners, LLC 448,715$18,348,0004.88%
SFI Advisors, LLC 68,756$2,811,0001.71%
Clarity Wealth Advisors, LLC 69,944$2,860,0001.36%
NORTHSTAR ASSET MANAGEMENT Co LLC 125,305$5,124,0001.31%
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 385,098$15,629,0001.08%
Joseph P. Lucia & Associates, LLC 42,839$1,752,0001.07%
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 143,639$5,829,0001.03%
Thrive Capital Management, LLC 37,847$1,548,0000.93%
Clearwater Capital Advisors, LLC 195,407$7,990,0000.92%
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 47,793$1,954,0000.83%
View complete list of WISDOMTREE TR shareholders