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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| Private Wealth Strategies, L.L.C. | 192,409 | $11,086,000 | 2.78% |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 75,517 | $4,742,000 | 2.12% |
| ALBION FINANCIAL GROUP /UT | 409,138 | $23,575,000 | 2.06% |
| NORTHSTAR ASSET MANAGEMENT Co LLC | 133,071 | $7,668,000 | 2.01% |
| Orca Investment Management, LLC | 39,431 | $2,272,000 | 1.99% |
| Clarity Wealth Advisors, LLC | 69,796 | $4,021,000 | 1.98% |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 385,098 | $22,189,000 | 1.59% |
| STRATEGIC WEALTH MANAGEMENT INC | 52,563 | $3,029,000 | 1.57% |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 143,639 | $8,276,000 | 1.51% |
| Joseph P. Lucia & Associates, LLC | 44,016 | $2,536,000 | 1.50% |