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 | $260,151 | -16.1% | 8,780 | -10.2% | 0.08% | -11.8% |
| Q2 2023 | $310,026 | -3.2% | 9,780 | -9.3% | 0.08% | -9.6% |
| Q1 2023 | $320,166 | -5.2% | 10,780 | -19.9% | 0.09% | -12.1% |
| Q4 2022 | $337,702 | -8.5% | 13,465 | -2.7% | 0.11% | -13.0% |
| Q3 2022 | $369,000 | -87.3% | 13,840 | -86.7% | 0.12% | -86.5% |
| Q2 2022 | $2,913,000 | -43.1% | 103,900 | -17.1% | 0.91% | -30.6% |
| Q1 2022 | $5,124,000 | -26.1% | 125,305 | -6.3% | 1.31% | -19.5% |
| Q4 2021 | $6,932,000 | -9.6% | 133,671 | +0.5% | 1.63% | -19.0% |
| Q3 2021 | $7,668,000 | +2.3% | 133,071 | -0.7% | 2.01% | +2.1% |
| Q2 2021 | $7,492,000 | +15.2% | 134,046 | -0.8% | 1.97% | +6.4% |
| Q1 2021 | $6,504,000 | -13.2% | 135,062 | -3.4% | 1.85% | -13.1% |
| Q4 2020 | $7,495,000 | +24.8% | 139,885 | -0.5% | 2.13% | +11.1% |
| Q3 2020 | $6,006,000 | +10.3% | 140,535 | +0.6% | 1.92% | -1.7% |
| Q2 2020 | $5,445,000 | – | 139,765 | – | 1.95% | – |
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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% |