ICA Group Wealth Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is WCLD and the CUSIP is 97717Y691. A total of 121 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is 0.14 and the average weighting 0.2%.

Quarter-by-quarter ownership
ICA Group Wealth Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2023$185,921
-1.2%
5,865
-7.4%
0.05%
+4.4%
Q1 2023$188,152
+14.8%
6,335
-3.1%
0.04%
+18.4%
Q4 2022$163,898
-19.7%
6,535
-14.7%
0.04%
-11.6%
Q3 2022$204,000
-15.0%
7,6620.0%0.04%
-4.4%
Q2 2022$240,000
+1.7%
7,6620.0%0.04%0.0%
Q1 2022$236,0007,6620.04%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
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