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 | $6,705,032 | +13.7% | 226,292 | +21.6% | 0.01% | +25.0% |
| Q2 2023 | $5,898,261 | -12.4% | 186,065 | -17.9% | 0.00% | -20.0% |
| Q1 2023 | $6,731,594 | +4.7% | 226,653 | -11.6% | 0.01% | -16.7% |
| Q4 2022 | $6,431,716 | -17.7% | 256,448 | -12.5% | 0.01% | -25.0% |
| Q3 2022 | $7,819,000 | -12.9% | 293,186 | -8.4% | 0.01% | -11.1% |
| Q2 2022 | $8,972,000 | -39.5% | 320,081 | -11.7% | 0.01% | -30.8% |
| Q1 2022 | $14,829,000 | -34.1% | 362,665 | -16.4% | 0.01% | -31.6% |
| Q4 2021 | $22,506,000 | -13.8% | 433,983 | -4.2% | 0.02% | -24.0% |
| Q3 2021 | $26,106,000 | -0.3% | 453,079 | -3.3% | 0.02% | -3.8% |
| Q2 2021 | $26,194,000 | -28.1% | 468,670 | -38.1% | 0.03% | -38.1% |
| Q1 2021 | $36,444,000 | -2.1% | 756,732 | +8.9% | 0.04% | -12.5% |
| Q4 2020 | $37,225,000 | +139.2% | 694,751 | +90.8% | 0.05% | +100.0% |
| Q3 2020 | $15,563,000 | +100.7% | 364,215 | +83.0% | 0.02% | +71.4% |
| Q2 2020 | $7,755,000 | – | 199,042 | – | 0.01% | – |
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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% |