WISDOMTREE TR's ticker is WCLD and the CUSIP is 97717Y691. A total of 3 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $286,020 | -43.0% | 9,653 | -36.9% | 0.00% | -25.0% |
| Q2 2023 | $501,970 | -4.8% | 15,290 | -13.9% | 0.00% | -20.0% |
| Q1 2023 | $527,207 | +143.8% | 17,751 | +2.4% | 0.01% | -54.5% |
| Q4 2022 | $216,258 | -63.3% | 17,331 | -21.5% | 0.01% | +57.1% |
| Q3 2022 | $589,000 | +66.4% | 22,074 | +74.9% | 0.01% | +133.3% |
| Q2 2022 | $354,000 | -38.8% | 12,623 | -10.7% | 0.00% | -25.0% |
| Q1 2022 | $578,000 | -23.2% | 14,141 | -2.6% | 0.00% | -33.3% |
| Q4 2021 | $753,000 | -45.9% | 14,523 | -39.9% | 0.01% | -33.3% |
| Q3 2021 | $1,393,000 | +78.4% | 24,176 | +73.1% | 0.01% | +28.6% |
| Q2 2021 | $781,000 | +49.3% | 13,968 | +28.9% | 0.01% | +40.0% |
| Q1 2021 | $523,000 | -48.1% | 10,840 | -42.3% | 0.01% | -54.5% |
| Q4 2020 | $1,008,000 | +121.1% | 18,796 | +76.3% | 0.01% | +83.3% |
| Q3 2020 | $456,000 | +1012.2% | 10,662 | +915.4% | 0.01% | +500.0% |
| Q2 2020 | $41,000 | – | 1,050 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Edgehill Endowment Partners, LLC | 448,715 | $18,348,000 | 4.88% |
| SFI Advisors, LLC | 68,756 | $2,811,000 | 1.71% |
| Clarity Wealth Advisors, LLC | 69,944 | $2,860,000 | 1.36% |
| NORTHSTAR ASSET MANAGEMENT Co LLC | 125,305 | $5,124,000 | 1.31% |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 385,098 | $15,629,000 | 1.08% |
| Joseph P. Lucia & Associates, LLC | 42,839 | $1,752,000 | 1.07% |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 143,639 | $5,829,000 | 1.03% |
| Thrive Capital Management, LLC | 37,847 | $1,548,000 | 0.93% |
| Clearwater Capital Advisors, LLC | 195,407 | $7,990,000 | 0.92% |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 47,793 | $1,954,000 | 0.83% |