WISDOMTREE TR's ticker is WCLD and the CUSIP is 97717Y691. A total of 3 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $919,123 | +1722.4% | 31,020 | +1849.7% | 0.03% | +1350.0% |
| Q2 2023 | $50,435 | +3042.4% | 1,591 | -97.1% | 0.00% | -96.1% |
| Q1 2023 | $1,605 | +5077.4% | 54,055 | +4269.8% | 0.05% | +5000.0% |
| Q4 2022 | $31 | -100.0% | 1,237 | -96.8% | 0.00% | -94.1% |
| Q3 2022 | $1,028,000 | -50.5% | 38,529 | -48.0% | 0.02% | -63.8% |
| Q2 2022 | $2,077,000 | +1086.9% | 74,075 | +1631.5% | 0.05% | +2250.0% |
| Q1 2022 | $175,000 | -88.6% | 4,278 | -85.6% | 0.00% | -92.6% |
| Q4 2021 | $1,541,000 | +22.0% | 29,700 | +35.5% | 0.03% | -15.6% |
| Q3 2021 | $1,263,000 | +65.5% | 21,924 | +60.6% | 0.03% | +60.0% |
| Q2 2021 | $763,000 | +285.4% | 13,650 | +232.4% | 0.02% | +566.7% |
| Q1 2021 | $198,000 | +34.7% | 4,107 | +50.1% | 0.00% | -25.0% |
| Q4 2020 | $147,000 | -76.6% | 2,736 | -81.4% | 0.00% | -42.9% |
| Q3 2020 | $629,000 | +62800.0% | 14,706 | +40750.0% | 0.01% | – |
| Q4 2019 | $1,000 | – | 36 | – | 0.00% | – |
Download | ||||||
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% |