WISDOMTREE TR's ticker is WCLD and the CUSIP is 97717Y691. A total of 121 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is 0.14 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $19,260 | -6.5% | 650 | 0.0% | 0.03% | -18.8% |
| Q2 2023 | $20,605 | -17.2% | 650 | -22.4% | 0.03% | -20.0% |
| Q1 2023 | $24,889 | -26.2% | 838 | -37.6% | 0.04% | -31.0% |
| Q4 2022 | $33,708 | +237.1% | 1,344 | +267.2% | 0.06% | +222.2% |
| Q3 2022 | $10,000 | -16.7% | 366 | -15.3% | 0.02% | -10.0% |
| Q2 2022 | $12,000 | -20.0% | 432 | +18.0% | 0.02% | -4.8% |
| Q1 2022 | $15,000 | -50.0% | 366 | -30.9% | 0.02% | -47.5% |
| Q2 2021 | $30,000 | +15.4% | 530 | -0.9% | 0.04% | +8.1% |
| Q1 2021 | $26,000 | – | 535 | – | 0.04% | – |
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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% |