WISDOMTREE TR's ticker is WCLD and the CUSIP is 97717Y691. A total of 163 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,576,091 | +2.8% | 86,942 | +9.9% | 0.08% | +3.8% |
| Q2 2023 | $2,506,678 | -6.0% | 79,075 | -12.0% | 0.08% | -4.8% |
| Q1 2023 | $2,667,506 | +11.7% | 89,815 | -5.7% | 0.08% | -6.7% |
| Q4 2022 | $2,387,842 | -11.3% | 95,209 | -5.7% | 0.09% | -20.4% |
| Q3 2022 | $2,693,000 | -8.3% | 100,980 | -3.7% | 0.11% | +37.8% |
| Q2 2022 | $2,938,000 | -37.4% | 104,812 | -8.7% | 0.08% | -40.6% |
| Q1 2022 | $4,696,000 | -29.0% | 114,849 | -9.9% | 0.14% | -27.4% |
| Q4 2021 | $6,610,000 | -4.8% | 127,465 | +5.8% | 0.19% | +20.3% |
| Q3 2021 | $6,941,000 | +3.8% | 120,465 | +0.7% | 0.16% | +7.5% |
| Q2 2021 | $6,688,000 | +29.1% | 119,655 | +11.3% | 0.15% | +20.5% |
| Q1 2021 | $5,179,000 | +12.5% | 107,531 | +25.2% | 0.12% | +8.0% |
| Q4 2020 | $4,603,000 | +146.5% | 85,917 | +96.7% | 0.11% | +76.6% |
| Q3 2020 | $1,867,000 | – | 43,689 | – | 0.06% | – |
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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% |