WISDOMTREE TR's ticker is WCLD and the CUSIP is 97717Y691. A total of 3 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,387,000 | -3.9% | 114,264 | +2.7% | 0.00% | 0.0% |
| Q2 2023 | $3,525,000 | -5.8% | 111,238 | -11.8% | 0.00% | 0.0% |
| Q1 2023 | $3,744,000 | +34.0% | 126,109 | +13.1% | 0.00% | 0.0% |
| Q4 2022 | $2,795,000 | -20.7% | 111,472 | -15.7% | 0.00% | 0.0% |
| Q3 2022 | $3,524,000 | +48.2% | 132,196 | +55.8% | 0.00% | 0.0% |
| Q2 2022 | $2,378,000 | -35.8% | 84,861 | -6.3% | 0.00% | 0.0% |
| Q1 2022 | $3,705,000 | -45.6% | 90,608 | -31.0% | 0.00% | -50.0% |
| Q4 2021 | $6,815,000 | +4.3% | 131,403 | +15.9% | 0.00% | 0.0% |
| Q3 2021 | $6,532,000 | -10.2% | 113,364 | -12.9% | 0.00% | 0.0% |
| Q2 2021 | $7,275,000 | +21.1% | 130,167 | +4.4% | 0.00% | 0.0% |
| Q1 2021 | $6,005,000 | -44.6% | 124,684 | -38.4% | 0.00% | -33.3% |
| Q4 2020 | $10,840,000 | -36.3% | 202,312 | -49.2% | 0.00% | -50.0% |
| Q3 2020 | $17,027,000 | +263.0% | 398,497 | +231.0% | 0.01% | +200.0% |
| Q2 2020 | $4,691,000 | – | 120,388 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Wealth Strategies, L.L.C. | 183,782 | $10,272,000 | 2.65% |
| ALBION FINANCIAL GROUP /UT | 414,005 | $23,139,000 | 2.01% |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 70,702 | $4,058,000 | 1.99% |
| Orca Investment Management, LLC | 39,431 | $2,204,000 | 1.99% |
| NORTHSTAR ASSET MANAGEMENT Co LLC | 134,046 | $7,492,000 | 1.97% |
| Clarity Wealth Advisors, LLC | 66,942 | $3,741,000 | 1.94% |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 385,098 | $21,523,000 | 1.58% |
| Joseph P. Lucia & Associates, LLC | 44,231 | $2,472,000 | 1.48% |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 143,639 | $8,028,000 | 1.42% |
| STRATEGIC WEALTH MANAGEMENT INC | 46,902 | $2,621,000 | 1.41% |