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 | $2,444,445 | -6.9% | 82,499 | -0.4% | 0.01% | -50.0% |
| Q2 2023 | $2,624,728 | +4.1% | 82,799 | -2.5% | 0.01% | +180.0% |
| Q1 2023 | $2,522,421 | +17.7% | 84,930 | -0.6% | 0.01% | 0.0% |
| Q4 2022 | $2,143,362 | -5.9% | 85,461 | +0.0% | 0.01% | -16.7% |
| Q3 2022 | $2,278,000 | -18.7% | 85,424 | -14.6% | 0.01% | -14.3% |
| Q2 2022 | $2,803,000 | +326.0% | 100,010 | +521.5% | 0.01% | +600.0% |
| Q1 2022 | $658,000 | -24.2% | 16,093 | -3.9% | 0.00% | -50.0% |
| Q4 2021 | $868,000 | -8.5% | 16,742 | +1.6% | 0.00% | 0.0% |
| Q3 2021 | $949,000 | +14.2% | 16,477 | +10.8% | 0.00% | 0.0% |
| Q2 2021 | $831,000 | +202.2% | 14,867 | +160.0% | 0.00% | +100.0% |
| Q1 2021 | $275,000 | – | 5,719 | – | 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% |