WISDOMTREE TR's ticker is WCLD and the CUSIP is 97717Y691. A total of 177 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is 0.39 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $752 | -94.6% | 30 | -94.3% | 0.00% | -100.0% |
| Q3 2022 | $14,000 | -6.7% | 530 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $15,000 | -31.8% | 530 | 0.0% | 0.00% | -25.0% |
| Q1 2022 | $22,000 | -18.5% | 530 | 0.0% | 0.00% | -20.0% |
| Q4 2021 | $27,000 | -12.9% | 530 | 0.0% | 0.01% | -28.6% |
| Q3 2021 | $31,000 | +3.3% | 530 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $30,000 | -3.2% | 530 | -18.5% | 0.01% | -12.5% |
| Q1 2021 | $31,000 | -11.4% | 650 | 0.0% | 0.01% | -20.0% |
| Q4 2020 | $35,000 | +34.6% | 650 | +4.8% | 0.01% | +25.0% |
| Q3 2020 | $26,000 | +8.3% | 620 | 0.0% | 0.01% | -11.1% |
| Q2 2020 | $24,000 | – | 620 | – | 0.01% | – |
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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% |