WISDOMTREE TR's ticker is WCLD and the CUSIP is 97717Y691. A total of 194 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is 8.06 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $227,448 | +1.7% | 7,175 | -4.7% | 0.10% | -5.6% |
| Q1 2023 | $223,641 | -27.9% | 7,530 | -35.1% | 0.11% | -39.7% |
| Q3 2022 | $310,000 | -4.6% | 11,610 | 0.0% | 0.18% | -4.8% |
| Q2 2022 | $325,000 | -31.6% | 11,610 | 0.0% | 0.19% | -29.6% |
| Q1 2022 | $475,000 | -24.2% | 11,610 | -3.9% | 0.27% | -29.4% |
| Q4 2021 | $627,000 | -10.7% | 12,085 | -0.7% | 0.38% | -15.2% |
| Q3 2021 | $702,000 | -1.1% | 12,175 | -4.1% | 0.45% | -2.8% |
| Q2 2021 | $710,000 | +8.4% | 12,695 | -6.7% | 0.46% | -3.8% |
| Q1 2021 | $655,000 | – | 13,600 | – | 0.48% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Edgehill Endowment Partners, LLC | 448,715 | $18,348,000 | 4.88% |
| SFI Advisors, LLC | 68,756 | $2,811,000 | 1.71% |
| Clarity Wealth Advisors, LLC | 69,944 | $2,860,000 | 1.36% |
| NORTHSTAR ASSET MANAGEMENT Co LLC | 125,305 | $5,124,000 | 1.31% |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 385,098 | $15,629,000 | 1.08% |
| Joseph P. Lucia & Associates, LLC | 42,839 | $1,752,000 | 1.07% |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 143,639 | $5,829,000 | 1.03% |
| Thrive Capital Management, LLC | 37,847 | $1,548,000 | 0.93% |
| Clearwater Capital Advisors, LLC | 195,407 | $7,990,000 | 0.92% |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 47,793 | $1,954,000 | 0.83% |