WISDOMTREE TR's ticker is WCLD and the CUSIP is 97717Y691. A total of 137 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is 5.17 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $233,828 | +16.5% | 7,873 | -1.6% | 0.01% | 0.0% |
| Q4 2022 | $200,716 | -2.6% | 8,003 | +3.8% | 0.01% | 0.0% |
| Q3 2022 | $206,000 | -5.1% | 7,710 | -0.4% | 0.01% | -33.3% |
| Q2 2022 | $217,000 | -35.0% | 7,740 | -5.2% | 0.01% | -18.2% |
| Q1 2022 | $334,000 | -88.0% | 8,163 | -84.8% | 0.01% | -86.2% |
| Q4 2021 | $2,782,000 | -7.1% | 53,635 | +3.2% | 0.08% | -15.8% |
| Q3 2021 | $2,994,000 | -1.6% | 51,961 | -4.6% | 0.10% | -4.0% |
| Q2 2021 | $3,044,000 | +8.4% | 54,462 | -6.6% | 0.10% | 0.0% |
| Q1 2021 | $2,808,000 | -1.2% | 58,297 | +9.9% | 0.10% | -34.9% |
| Q4 2020 | $2,843,000 | -18.5% | 53,058 | -37.4% | 0.15% | -18.3% |
| Q3 2020 | $3,490,000 | +134.1% | 84,793 | +121.7% | 0.19% | +86.0% |
| Q2 2020 | $1,491,000 | – | 38,249 | – | 0.10% | – |
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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% |