American Portfolios Advisors - 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
American Portfolios Advisors ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2022$579,379
-4.9%
21,7240.0%0.02%0.0%
Q2 2022$608,924
-33.5%
21,724
-3.0%
0.02%
-19.4%
Q1 2022$915,650
-23.9%
22,393
-3.4%
0.03%
-24.4%
Q4 2021$1,202,530
-45.3%
23,188
-39.2%
0.04%
-50.0%
Q3 2021$2,198,727
+69.1%
38,160
+64.0%
0.08%
+64.0%
Q2 2021$1,300,393
+21.2%
23,267
+4.4%
0.05%
+6.4%
Q1 2021$1,072,908
+1.1%
22,278
+12.4%
0.05%
-13.0%
Q4 2020$1,061,741
+39.1%
19,816
+10.9%
0.05%
+22.7%
Q3 2020$763,500
-2.7%
17,868
-11.3%
0.04%
-13.7%
Q2 2020$784,538
+232.7%
20,137
+104.9%
0.05%
+155.0%
Q1 2020$235,8229,8300.02%
Other shareholders
WISDOMTREE TR shareholders Q2 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