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 | $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 ↓ |
|---|---|---|---|
| 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% |