WISDOMTREE TR's ticker is WCLD and the CUSIP is 97717Y691. A total of 121 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is 0.14 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 ↓ |
|---|---|---|---|
| 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% |