WISDOMTREE TR's ticker is WCLD and the CUSIP is 97717Y691. A total of 163 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,842,000 | +15.2% | 62,316 | +23.7% | 0.00% | 0.0% |
| Q2 2023 | $1,599,000 | +6.3% | 50,386 | -0.7% | 0.00% | 0.0% |
| Q1 2023 | $1,504,000 | +13.8% | 50,737 | -3.7% | 0.00% | 0.0% |
| Q4 2022 | $1,322,000 | +111.5% | 52,663 | +124.1% | 0.00% | +50.0% |
| Q3 2022 | $625,000 | -26.0% | 23,498 | -22.1% | 0.00% | 0.0% |
| Q2 2022 | $845,000 | -51.2% | 30,157 | -28.8% | 0.00% | -50.0% |
| Q1 2022 | $1,730,000 | -22.1% | 42,351 | -1.1% | 0.00% | -20.0% |
| Q4 2021 | $2,220,000 | -14.3% | 42,810 | -4.7% | 0.01% | -28.6% |
| Q3 2021 | $2,589,000 | +18.9% | 44,906 | +15.2% | 0.01% | +16.7% |
| Q2 2021 | $2,178,000 | +7.6% | 38,997 | -7.3% | 0.01% | 0.0% |
| Q1 2021 | $2,024,000 | +119.0% | 42,058 | +94.0% | 0.01% | +50.0% |
| Q3 2020 | $924,000 | – | 21,683 | – | 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% |