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 | $2,418,430 | +42.5% | 81,621 | +52.5% | 0.00% | – |
| Q2 2023 | $1,697,091 | -32.6% | 53,536 | -36.8% | 0.00% | – |
| Q1 2023 | $2,516,570 | -29.8% | 84,733 | -40.7% | 0.00% | – |
| Q4 2022 | $3,584,508 | +232.5% | 142,923 | +253.8% | 0.00% | – |
| Q3 2022 | $1,078,000 | -84.0% | 40,400 | -83.2% | 0.00% | -100.0% |
| Q2 2022 | $6,746,000 | +22.2% | 240,662 | +78.2% | 0.00% | 0.0% |
| Q1 2022 | $5,521,000 | +168.0% | 135,029 | +239.7% | 0.00% | – |
| Q4 2021 | $2,060,000 | +56.5% | 39,748 | +68.9% | 0.00% | – |
| Q2 2021 | $1,316,000 | +272.8% | 23,535 | +220.8% | 0.00% | – |
| Q1 2021 | $353,000 | -73.1% | 7,336 | -70.0% | 0.00% | – |
| Q4 2020 | $1,310,000 | +184.8% | 24,452 | +127.2% | 0.00% | – |
| Q3 2020 | $460,000 | +107.2% | 10,762 | +89.0% | 0.00% | – |
| Q2 2020 | $222,000 | – | 5,694 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Edgehill Endowment Partners, LLC | 448,715 | $18,348,000 | 4.88% |
| SFI Advisors, LLC | 68,756 | $2,811,000 | 1.71% |
| Clarity Wealth Advisors, LLC | 69,944 | $2,860,000 | 1.36% |
| NORTHSTAR ASSET MANAGEMENT Co LLC | 125,305 | $5,124,000 | 1.31% |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 385,098 | $15,629,000 | 1.08% |
| Joseph P. Lucia & Associates, LLC | 42,839 | $1,752,000 | 1.07% |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 143,639 | $5,829,000 | 1.03% |
| Thrive Capital Management, LLC | 37,847 | $1,548,000 | 0.93% |
| Clearwater Capital Advisors, LLC | 195,407 | $7,990,000 | 0.92% |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 47,793 | $1,954,000 | 0.83% |