North Star Investment Management Corp. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is WCLD and the CUSIP is 97717Y691. A total of 121 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is 0.14 and the average weighting 0.2%.

Quarter-by-quarter ownership
North Star Investment Management Corp. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$11,704
-6.5%
3950.0%0.00%0.0%
Q2 2023$12,522
-66.7%
395
-68.8%
0.00%
-66.7%
Q1 2023$37,570
+18.4%
1,2650.0%0.00%0.0%
Q4 2022$31,726
-24.5%
1,265
-19.2%
0.00%
-25.0%
Q3 2022$42,000
-4.5%
1,5650.0%0.00%0.0%
Q2 2022$44,000
+266.7%
1,565
+421.7%
0.00%
+300.0%
Q1 2022$12,000
-25.0%
3000.0%0.00%0.0%
Q4 2021$16,000
-5.9%
3000.0%0.00%0.0%
Q3 2021$17,0000.0%3000.0%0.00%0.0%
Q2 2021$17,000
+21.4%
3000.0%0.00%0.0%
Q1 2021$14,000
-12.5%
3000.0%0.00%
-50.0%
Q4 2020$16,000
+300.0%
300
+200.0%
0.00%
Q3 2020$4,0001000.00%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
NameSharesValueWeighting ↓
Edgehill Endowment Partners, LLC 1,444,917$45,803,8698.09%
Selective Wealth Management, Inc. 353,411$11,277,3375.63%
SFI Advisors, LLC 40,010$1,268,3171.20%
KM Capital Management Ltd. 44,096$1,397,8431.01%
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 143,639$4,533,6180.93%
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 385,098$12,154,6890.86%
Clearwater Capital Advisors, LLC 215,635$6,835,6300.81%
Thrive Capital Management, LLC 41,307$1,309,4320.75%
Joseph P. Lucia & Associates, LLC 30,609$970,3050.65%
EPIQ Capital Group, LLC 39,398$1,248,9270.63%
View complete list of WISDOMTREE TR shareholders