BREWIN DOLPHIN WEALTH MANAGEMENT LTD - 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
BREWIN DOLPHIN WEALTH MANAGEMENT LTD ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2022$7,000
+75.0%
220
+100.0%
0.00%
Q1 2022$4,000
-75.0%
110
-64.5%
0.00%
-100.0%
Q4 2021$16,000
-45.6%
310
-39.2%
0.00%
-33.3%
Q3 2021$29,386
+3.1%
5100.0%0.00%0.0%
Q2 2021$28,504
+16.0%
5100.0%0.00%
-25.0%
Q1 2021$24,562
+11.8%
510
+24.4%
0.00%0.0%
Q4 2020$21,9684100.00%
Other shareholders
WISDOMTREE TR shareholders Q2 2022
NameSharesValueWeighting ↓
Orca Investment Management, LLC 41,499$2,224,0002.33%
NORTHSTAR ASSET MANAGEMENT Co LLC 139,885$7,495,0002.13%
ALBION FINANCIAL GROUP /UT 403,472$21,618,0002.12%
Clarity Wealth Advisors, LLC 61,165$3,277,0001.99%
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 385,098$20,634,0001.91%
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 52,556$2,864,0001.87%
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 143,639$7,696,0001.71%
Rollins Financial 65,058$3,486,0001.59%
STRATEGIC WEALTH MANAGEMENT INC 48,278$2,587,0001.59%
Joseph P. Lucia & Associates, LLC 42,383$2,271,0001.58%
View complete list of WISDOMTREE TR shareholders