WISDOMTREE TR's ticker is WCLD and the CUSIP is 97717Y691. A total of 179 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is 0.47 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,704 | -6.5% | 395 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $12,522 | -66.7% | 395 | -68.8% | 0.00% | -66.7% |
| Q1 2023 | $37,570 | +18.4% | 1,265 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $31,726 | -24.5% | 1,265 | -19.2% | 0.00% | -25.0% |
| Q3 2022 | $42,000 | -4.5% | 1,565 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $44,000 | +266.7% | 1,565 | +421.7% | 0.00% | +300.0% |
| Q1 2022 | $12,000 | -25.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $16,000 | -5.9% | 300 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $17,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $17,000 | +21.4% | 300 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $14,000 | -12.5% | 300 | 0.0% | 0.00% | -50.0% |
| Q4 2020 | $16,000 | +300.0% | 300 | +200.0% | 0.00% | – |
| Q3 2020 | $4,000 | – | 100 | – | 0.00% | – |
Download | ||||||
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% |