Orca Investment Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is WCLD and the CUSIP is 97717Y691. A total of 162 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is 0.21 and the average weighting 0.1%.

Quarter-by-quarter ownership
Orca Investment Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2021$2,045,000
-10.0%
39,4310.0%1.68%
-15.5%
Q3 2021$2,272,000
+3.1%
39,4310.0%1.99%
+0.1%
Q2 2021$2,204,000
+11.7%
39,431
-3.8%
1.99%
-2.9%
Q1 2021$1,974,000
-11.2%
40,991
-1.2%
2.05%
-12.1%
Q4 2020$2,224,00041,4992.33%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
NameSharesValueWeighting ↓
Orca Investment Management, LLC 41,499$2,224,0002.33%
NORTHSTAR ASSET MANAGEMENT Co LLC 139,885$7,495,0002.13%
ALBION FINANCIAL GROUP /UT 403,472$21,618,0002.12%
Clarity Wealth Advisors, LLC 61,165$3,277,0001.99%
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 385,098$20,634,0001.91%
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 52,556$2,864,0001.87%
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 143,639$7,696,0001.71%
Rollins Financial 65,058$3,486,0001.59%
STRATEGIC WEALTH MANAGEMENT INC 48,278$2,587,0001.59%
Joseph P. Lucia & Associates, LLC 42,383$2,271,0001.58%
View complete list of WISDOMTREE TR shareholders