WISDOMTREE TR's ticker is WCLD and the CUSIP is 97717Y691. A total of 125 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is 3.39 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,344 | -7.2% | 45,371 | -0.7% | 0.01% | -14.3% |
| Q2 2023 | $1,448 | +8.5% | 45,676 | +1.6% | 0.01% | 0.0% |
| Q1 2023 | $1,335 | +18.8% | 44,953 | +0.3% | 0.01% | +16.7% |
| Q4 2022 | $1,124 | -99.9% | 44,836 | -12.3% | 0.01% | -25.0% |
| Q3 2022 | $1,363,000 | -2.5% | 51,100 | +2.5% | 0.01% | 0.0% |
| Q2 2022 | $1,398,000 | -33.4% | 49,872 | -2.8% | 0.01% | -20.0% |
| Q1 2022 | $2,099,000 | -31.2% | 51,325 | -12.8% | 0.01% | -28.6% |
| Q4 2021 | $3,051,000 | -9.8% | 58,832 | +0.2% | 0.01% | -17.6% |
| Q3 2021 | $3,383,000 | +0.3% | 58,710 | -2.7% | 0.02% | +6.2% |
| Q2 2021 | $3,373,000 | -18.6% | 60,353 | -29.9% | 0.02% | -30.4% |
| Q1 2021 | $4,145,000 | -26.4% | 86,058 | -18.1% | 0.02% | -30.3% |
| Q4 2020 | $5,633,000 | +48.5% | 105,139 | +18.4% | 0.03% | +26.9% |
| Q3 2020 | $3,794,000 | +58.7% | 88,789 | +44.8% | 0.03% | +44.4% |
| Q2 2020 | $2,390,000 | – | 61,334 | – | 0.02% | – |
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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% |