WISDOMTREE TR's ticker is WCLD and the CUSIP is 97717Y691. A total of 196 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is 8.06 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $17,562,461 | -12.0% | 555,950 | -3.0% | 0.31% | -19.9% |
| Q1 2024 | $19,955,446 | -0.4% | 573,103 | 0.0% | 0.39% | +33.0% |
| Q4 2023 | $20,029,950 | +18.1% | 573,103 | 0.0% | 0.29% | +6.9% |
| Q3 2023 | $16,960,411 | -53.1% | 573,103 | -50.3% | 0.28% | -5.5% |
| Q2 2023 | $36,199,034 | +133.8% | 1,152,596 | +99.6% | 0.29% | +9.0% |
| Q1 2023 | $15,485,142 | +7.9% | 577,340 | +0.5% | 0.27% | +8.5% |
| Q4 2022 | $14,353,618 | -7.6% | 574,387 | 0.0% | 0.25% | -10.2% |
| Q3 2022 | $15,527,000 | -20.6% | 574,387 | -17.7% | 0.27% | -18.0% |
| Q2 2022 | $19,554,000 | -31.4% | 697,605 | 0.0% | 0.33% | -21.0% |
| Q1 2022 | $28,525,000 | -21.4% | 697,605 | -0.0% | 0.42% | -28.4% |
| Q4 2021 | $36,302,000 | -19.0% | 697,825 | -10.3% | 0.59% | -19.6% |
| Q3 2021 | $44,812,000 | +154.8% | 777,712 | +147.2% | 0.74% | +226.7% |
| Q2 2021 | $17,584,000 | +129.9% | 314,612 | +98.1% | 0.22% | +5.1% |
| Q1 2021 | $7,648,000 | – | 158,826 | – | 0.21% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SFI Advisors, LLC | 67,005 | $2,937,000 | 2.59% |
| Private Wealth Strategies, L.L.C. | 197,710 | $10,253,000 | 2.36% |
| Bulltick Wealth Management, LLC | 221,083 | $11,465,364 | 2.27% |
| Clarity Wealth Advisors, LLC | 70,974 | $3,680,000 | 1.71% |
| Orca Investment Management, LLC | 39,431 | $2,045,000 | 1.68% |
| ALBION FINANCIAL GROUP /UT | 405,613 | $21,035,000 | 1.67% |
| NORTHSTAR ASSET MANAGEMENT Co LLC | 133,671 | $6,932,000 | 1.63% |
| STRATEGIC WEALTH MANAGEMENT INC | 57,563 | $2,985,000 | 1.48% |
| Joseph P. Lucia & Associates, LLC | 44,116 | $2,288,000 | 1.45% |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 385,098 | $19,971,000 | 1.31% |