WISDOMTREE TR's ticker is WCLD and the CUSIP is 97717Y691. A total of 76 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $261,000 | -8.7% | 5,042 | +1.8% | 0.00% | -20.0% |
| Q3 2021 | $286,000 | +38.2% | 4,952 | +32.4% | 0.01% | +25.0% |
| Q2 2021 | $207,000 | +3.5% | 3,740 | -10.7% | 0.00% | 0.0% |
| Q1 2021 | $200,000 | -65.2% | 4,190 | -60.8% | 0.00% | -71.4% |
| Q4 2020 | $574,000 | -45.7% | 10,702 | -56.8% | 0.01% | -17.6% |
| Q3 2020 | $1,058,000 | +132.0% | 24,789 | +112.9% | 0.02% | +30.8% |
| Q2 2020 | $456,000 | – | 11,643 | – | 0.01% | – |
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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% |