Financial Perspectives, Inc - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is WCLD and the CUSIP is 97717Y691. A total of 118 filers reported holding WISDOMTREE TR in Q1 2024. The put-call ratio across all filers is 0.25 and the average weighting 0.2%.

Quarter-by-quarter ownership
Financial Perspectives, Inc ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2024$2,369
-9.3%
750.0%0.00%0.0%
Q1 2024$2,612
-0.3%
750.0%0.00%0.0%
Q4 2023$2,621
+18.0%
750.0%0.00%0.0%
Q3 2023$2,222
-6.6%
750.0%0.00%0.0%
Q2 2023$2,378750.00%
Other shareholders
WISDOMTREE TR shareholders Q1 2024
NameSharesValueWeighting ↓
Edgehill Endowment Partners, LLC 1,444,917$38,536,0009.91%
SFI Advisors, LLC 70,088$1,869,0002.17%
Clarity Wealth Advisors, LLC 61,315$1,635,0000.98%
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 143,639$3,878,0000.90%
Clearwater Capital Advisors, LLC 242,766$6,475,0000.89%
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 385,098$10,397,0000.86%
Joseph P. Lucia & Associates, LLC 40,049$1,068,0000.84%
Selective Wealth Management, Inc. 67,209$1,792,0000.77%
Thrive Capital Management, LLC 37,791$1,008,0000.68%
Yarbrough Capital, LLC 200,776$5,355,0000.43%
View complete list of WISDOMTREE TR shareholders