WISDOMTREE TR's ticker is WCLD and the CUSIP is 97717Y691. A total of 163 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $597,607 | -10.6% | 20,169 | -4.4% | 0.01% | -18.2% |
| Q2 2023 | $668,490 | +10.9% | 21,088 | +3.9% | 0.01% | +10.0% |
| Q1 2023 | $602,940 | +16.5% | 20,301 | -1.6% | 0.01% | +11.1% |
| Q4 2022 | $517,451 | -17.1% | 20,632 | -11.9% | 0.01% | -43.8% |
| Q3 2022 | $624,000 | -15.8% | 23,413 | -11.4% | 0.02% | -5.9% |
| Q2 2022 | $741,000 | -43.4% | 26,421 | -17.5% | 0.02% | -34.6% |
| Q1 2022 | $1,309,000 | -28.0% | 32,009 | -8.7% | 0.03% | -29.7% |
| Q4 2021 | $1,818,000 | -8.6% | 35,057 | +1.6% | 0.04% | -5.1% |
| Q3 2021 | $1,988,000 | +11.9% | 34,500 | +8.6% | 0.04% | -7.1% |
| Q2 2021 | $1,776,000 | +7.0% | 31,769 | -7.8% | 0.04% | -8.7% |
| Q1 2021 | $1,660,000 | +7.7% | 34,471 | +19.9% | 0.05% | -6.1% |
| Q4 2020 | $1,541,000 | +122.7% | 28,752 | +77.6% | 0.05% | +88.5% |
| Q3 2020 | $692,000 | -2.0% | 16,186 | -10.7% | 0.03% | -13.3% |
| Q2 2020 | $706,000 | – | 18,132 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Orca Investment Management, LLC | 41,499 | $2,224,000 | 2.33% |
| NORTHSTAR ASSET MANAGEMENT Co LLC | 139,885 | $7,495,000 | 2.13% |
| ALBION FINANCIAL GROUP /UT | 403,472 | $21,618,000 | 2.12% |
| Clarity Wealth Advisors, LLC | 61,165 | $3,277,000 | 1.99% |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 385,098 | $20,634,000 | 1.91% |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 52,556 | $2,864,000 | 1.87% |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 143,639 | $7,696,000 | 1.71% |
| Rollins Financial | 65,058 | $3,486,000 | 1.59% |
| STRATEGIC WEALTH MANAGEMENT INC | 48,278 | $2,587,000 | 1.59% |
| Joseph P. Lucia & Associates, LLC | 42,383 | $2,271,000 | 1.58% |