WISDOMTREE TR's ticker is WCLD and the CUSIP is 97717Y691. A total of 127 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is 2.68 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $347,817 | -0.4% | 9,989 | 0.0% | 0.01% | 0.0% |
| Q4 2023 | $349,116 | +46.1% | 9,989 | +23.8% | 0.01% | +50.0% |
| Q3 2023 | $239,026 | -6.5% | 8,067 | 0.0% | 0.01% | -82.4% |
| Q2 2023 | $255,724 | +6.7% | 8,067 | 0.0% | 0.03% | -2.9% |
| Q1 2023 | $239,590 | +8.4% | 8,067 | -8.5% | 0.04% | +2.9% |
| Q4 2022 | $221,080 | -16.9% | 8,815 | -11.8% | 0.03% | -22.7% |
| Q3 2022 | $266,000 | -5.0% | 9,989 | 0.0% | 0.04% | -2.2% |
| Q2 2022 | $280,000 | -13.0% | 9,989 | +27.0% | 0.04% | +7.1% |
| Q1 2022 | $322,000 | – | 7,865 | – | 0.04% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SFI Advisors, LLC | 67,005 | $2,937,000 | 2.59% |
| Private Wealth Strategies, L.L.C. | 197,710 | $10,253,000 | 2.36% |
| Bulltick Wealth Management, LLC | 221,083 | $11,465,364 | 2.27% |
| Clarity Wealth Advisors, LLC | 70,974 | $3,680,000 | 1.71% |
| Orca Investment Management, LLC | 39,431 | $2,045,000 | 1.68% |
| ALBION FINANCIAL GROUP /UT | 405,613 | $21,035,000 | 1.67% |
| NORTHSTAR ASSET MANAGEMENT Co LLC | 133,671 | $6,932,000 | 1.63% |
| STRATEGIC WEALTH MANAGEMENT INC | 57,563 | $2,985,000 | 1.48% |
| Joseph P. Lucia & Associates, LLC | 44,116 | $2,288,000 | 1.45% |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 385,098 | $19,971,000 | 1.31% |