WISDOMTREE TR's ticker is WCLD and the CUSIP is 97717Y691. A total of 163 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $202 | -5.2% | 6,818 | +1.4% | 0.00% | 0.0% |
| Q2 2023 | $213 | +5.4% | 6,725 | -1.0% | 0.00% | 0.0% |
| Q1 2023 | $202 | -99.9% | 6,796 | -24.7% | 0.00% | 0.0% |
| Q3 2022 | $241,000 | -13.6% | 9,024 | -5.8% | 0.00% | 0.0% |
| Q2 2022 | $279,000 | -31.3% | 9,579 | -3.4% | 0.00% | -50.0% |
| Q1 2022 | $406,000 | -17.8% | 9,919 | +4.2% | 0.00% | 0.0% |
| Q4 2021 | $494,000 | -94.6% | 9,520 | -94.0% | 0.00% | -94.9% |
| Q3 2021 | $9,108,000 | +2.1% | 158,071 | -0.9% | 0.04% | 0.0% |
| Q2 2021 | $8,919,000 | +57.9% | 159,576 | +36.0% | 0.04% | +44.4% |
| Q1 2021 | $5,650,000 | -13.4% | 117,319 | -3.6% | 0.03% | -15.6% |
| Q4 2020 | $6,524,000 | – | 121,759 | – | 0.03% | – |
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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% |