WISDOMTREE TR's ticker is WCLD and the CUSIP is 97717Y691. A total of 125 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is 3.39 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $618,000 | -19.8% | 23,196 | -15.7% | 0.34% | -16.0% |
| Q2 2022 | $771,000 | -60.5% | 27,503 | -42.5% | 0.41% | -51.2% |
| Q1 2022 | $1,954,000 | -47.5% | 47,793 | -33.4% | 0.83% | -34.4% |
| Q4 2021 | $3,719,000 | -21.6% | 71,712 | -5.0% | 1.27% | -39.9% |
| Q3 2021 | $4,742,000 | +16.9% | 75,517 | +6.8% | 2.12% | +6.1% |
| Q2 2021 | $4,058,000 | +16.2% | 70,702 | -2.5% | 1.99% | -2.8% |
| Q1 2021 | $3,493,000 | +22.0% | 72,522 | +38.0% | 2.05% | +9.5% |
| Q4 2020 | $2,864,000 | +61.1% | 52,556 | +29.5% | 1.87% | +34.7% |
| Q3 2020 | $1,778,000 | – | 40,573 | – | 1.39% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Orca Investment Management, LLC | 41,499 | $2,224,000 | 2.33% |
| NORTHSTAR ASSET MANAGEMENT Co LLC | 139,885 | $7,495,000 | 2.13% |
| ALBION FINANCIAL GROUP /UT | 403,472 | $21,618,000 | 2.12% |
| Clarity Wealth Advisors, LLC | 61,165 | $3,277,000 | 1.99% |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 385,098 | $20,634,000 | 1.91% |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 52,556 | $2,864,000 | 1.87% |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 143,639 | $7,696,000 | 1.71% |
| Rollins Financial | 65,058 | $3,486,000 | 1.59% |
| STRATEGIC WEALTH MANAGEMENT INC | 48,278 | $2,587,000 | 1.59% |
| Joseph P. Lucia & Associates, LLC | 42,383 | $2,271,000 | 1.58% |