WISDOMTREE TR's ticker is WCLD and the CUSIP is 97717Y691. A total of 137 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is 5.17 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $113,037 | -6.5% | 3,815 | 0.0% | 0.00% | – |
| Q2 2023 | $120,936 | -23.4% | 3,815 | -28.2% | 0.00% | – |
| Q1 2023 | $157,826 | +17.8% | 5,314 | -0.5% | 0.00% | – |
| Q4 2022 | $134,003 | -5.6% | 5,343 | 0.0% | 0.00% | – |
| Q3 2022 | $142,000 | -6.6% | 5,343 | -1.6% | 0.00% | – |
| Q2 2022 | $152,000 | -37.2% | 5,430 | -8.0% | 0.00% | – |
| Q1 2022 | $242,000 | -20.7% | 5,903 | +0.3% | 0.00% | – |
| Q4 2021 | $305,000 | +58.0% | 5,887 | +76.4% | 0.00% | – |
| Q3 2021 | $193,000 | +10.3% | 3,337 | +6.5% | 0.00% | – |
| Q2 2021 | $175,000 | +16.7% | 3,133 | +0.5% | 0.00% | – |
| Q1 2021 | $150,000 | +219.1% | 3,118 | +258.4% | 0.00% | – |
| Q4 2020 | $47,000 | +2250.0% | 870 | +2075.0% | 0.00% | – |
| Q3 2020 | $2,000 | – | 40 | – | 0.00% | – |
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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% |