WISDOMTREE TR's ticker is WCBR and the CUSIP is 97717Y659. A total of 25 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $278 | -27.6% | 13,613 | -31.3% | 0.01% | -23.5% |
| Q2 2023 | $384 | -63.3% | 19,818 | -65.1% | 0.02% | -59.5% |
| Q1 2023 | $1,046 | +94.1% | 56,847 | +60.7% | 0.04% | +55.6% |
| Q4 2022 | $539 | -99.9% | 35,382 | -28.5% | 0.03% | -40.0% |
| Q3 2022 | $839,000 | -44.5% | 49,495 | -41.8% | 0.04% | -44.4% |
| Q2 2022 | $1,512,000 | -21.7% | 85,034 | +10.5% | 0.08% | +20.9% |
| Q1 2022 | $1,931,000 | +83.2% | 76,926 | +90.5% | 0.07% | +139.3% |
| Q4 2021 | $1,054,000 | +83.9% | 40,384 | +81.4% | 0.03% | +21.7% |
| Q3 2021 | $573,000 | -20.4% | 22,257 | -24.2% | 0.02% | -36.1% |
| Q2 2021 | $720,000 | +92.5% | 29,355 | +66.5% | 0.04% | +80.0% |
| Q1 2021 | $374,000 | – | 17,634 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Procyon Advisors, LLC | 81,241 | $1,573,638 | 0.20% |
| S. R. Schill & Associates | 13,002 | $251,849 | 0.11% |
| GREAT VALLEY ADVISOR GROUP, INC. | 103,311 | $2,001,136 | 0.08% |
| Claro Advisors LLC | 13,447 | $260,465 | 0.06% |
| Rise Advisors, LLC | 1,601 | $31,020 | 0.02% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 10,000 | $193,700 | 0.02% |
| FLOW TRADERS U.S. LLC | 19,818 | $384 | 0.02% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 10,402 | $201,478 | 0.02% |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | 200 | $3,874 | 0.00% |
| Cambridge Investment Research Advisors, Inc. | 18,594 | $360 | 0.00% |