WISDOMTREE TR's ticker is WCLD and the CUSIP is 97717Y691. A total of 127 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is 0.40 and the average weighting 0.1%.
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 ↓ |
|---|---|---|---|
| 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% |