WISDOMTREE TR's ticker is WCLD and the CUSIP is 97717Y691. A total of 127 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is 2.68 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $716,903 | +96.1% | 22,694 | +116.1% | 0.01% | +33.3% |
| Q1 2024 | $365,645 | -65.5% | 10,501 | -65.4% | 0.01% | -30.8% |
| Q4 2023 | $1,059,335 | +15.3% | 30,310 | -2.3% | 0.01% | -55.2% |
| 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 ↓ |
|---|---|---|---|
| SFI Advisors, LLC | 67,005 | $2,937,000 | 2.59% |
| Private Wealth Strategies, L.L.C. | 197,710 | $10,253,000 | 2.36% |
| Bulltick Wealth Management, LLC | 221,083 | $11,465,364 | 2.27% |
| Clarity Wealth Advisors, LLC | 70,974 | $3,680,000 | 1.71% |
| Orca Investment Management, LLC | 39,431 | $2,045,000 | 1.68% |
| ALBION FINANCIAL GROUP /UT | 405,613 | $21,035,000 | 1.67% |
| NORTHSTAR ASSET MANAGEMENT Co LLC | 133,671 | $6,932,000 | 1.63% |
| STRATEGIC WEALTH MANAGEMENT INC | 57,563 | $2,985,000 | 1.48% |
| Joseph P. Lucia & Associates, LLC | 44,116 | $2,288,000 | 1.45% |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 385,098 | $19,971,000 | 1.31% |