WISDOMTREE TR's ticker is WCLD and the CUSIP is 97717Y691. A total of 181 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is 0.21 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $423,442 | -2.0% | 14,291 | +4.8% | 0.00% | 0.0% |
| Q2 2023 | $432,293 | +19.9% | 13,637 | +12.4% | 0.00% | 0.0% |
| Q1 2023 | $360,469 | +14.0% | 12,137 | -3.7% | 0.00% | 0.0% |
| Q4 2022 | $316,108 | -4.2% | 12,604 | +1.9% | 0.00% | -25.0% |
| Q3 2022 | $330,000 | -15.4% | 12,369 | -11.3% | 0.00% | -20.0% |
| Q2 2022 | $390,000 | -43.2% | 13,938 | -17.0% | 0.01% | -37.5% |
| Q1 2022 | $687,000 | -15.2% | 16,802 | +7.6% | 0.01% | -20.0% |
| Q4 2021 | $810,000 | -29.1% | 15,613 | -21.2% | 0.01% | -33.3% |
| Q3 2021 | $1,142,000 | -3.3% | 19,816 | -6.2% | 0.02% | -11.8% |
| Q2 2021 | $1,181,000 | +34.1% | 21,136 | +15.6% | 0.02% | -10.5% |
| Q1 2021 | $881,000 | +114.9% | 18,286 | +139.0% | 0.02% | +111.1% |
| Q4 2020 | $410,000 | +43.9% | 7,650 | +14.9% | 0.01% | +28.6% |
| Q3 2020 | $285,000 | +150.0% | 6,659 | +127.3% | 0.01% | +133.3% |
| Q2 2020 | $114,000 | – | 2,930 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Wealth Strategies, L.L.C. | 192,409 | $11,086,000 | 2.78% |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 75,517 | $4,742,000 | 2.12% |
| ALBION FINANCIAL GROUP /UT | 409,138 | $23,575,000 | 2.06% |
| NORTHSTAR ASSET MANAGEMENT Co LLC | 133,071 | $7,668,000 | 2.01% |
| Orca Investment Management, LLC | 39,431 | $2,272,000 | 1.99% |
| Clarity Wealth Advisors, LLC | 69,796 | $4,021,000 | 1.98% |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 385,098 | $22,189,000 | 1.59% |
| STRATEGIC WEALTH MANAGEMENT INC | 52,563 | $3,029,000 | 1.57% |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 143,639 | $8,276,000 | 1.51% |
| Joseph P. Lucia & Associates, LLC | 44,016 | $2,536,000 | 1.50% |