BANK OF MONTREAL /CAN/ - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is WCLD and the CUSIP is 97717Y691. A total of 177 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is 0.39 and the average weighting 0.2%.

Quarter-by-quarter ownership
BANK OF MONTREAL /CAN/ ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$42,360
-88.6%
1,366
-88.0%
0.00%
Q2 2023$370,077
+0.1%
11,366
-22.9%
0.00%
Q4 2022$369,553
-14.8%
14,735
-3.0%
0.00%
Q3 2022$434,000
-4.4%
15,185
-2.3%
0.00%
Q2 2022$454,000
-45.5%
15,540
-20.3%
0.00%
Q1 2022$833,000
-2.9%
19,488
+21.4%
0.00%
Q4 2021$858,000
-12.5%
16,056
-0.3%
0.00%
Q3 2021$981,000
+2.7%
16,097
-3.8%
0.00%
Q2 2021$955,000
+238.7%
16,730
+201.8%
0.00%
Q1 2021$282,000
+62.1%
5,543
+73.3%
0.00%
Q4 2020$174,000
+690.9%
3,199
+527.3%
0.00%
Q3 2020$22,0005100.00%
Other shareholders
WISDOMTREE TR shareholders Q3 2021
NameSharesValueWeighting ↓
Private Wealth Strategies, L.L.C. 192,409$11,086,0002.78%
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 75,517$4,742,0002.12%
ALBION FINANCIAL GROUP /UT 409,138$23,575,0002.06%
NORTHSTAR ASSET MANAGEMENT Co LLC 133,071$7,668,0002.01%
Orca Investment Management, LLC 39,431$2,272,0001.99%
Clarity Wealth Advisors, LLC 69,796$4,021,0001.98%
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 385,098$22,189,0001.59%
STRATEGIC WEALTH MANAGEMENT INC 52,563$3,029,0001.57%
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 143,639$8,276,0001.51%
Joseph P. Lucia & Associates, LLC 44,016$2,536,0001.50%
View complete list of WISDOMTREE TR shareholders