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 | $349,338 | -3.3% | 11,790 | -0.7% | 0.16% | -8.3% |
| Q2 2023 | $361,238 | +2.4% | 11,875 | 0.0% | 0.18% | +2.9% |
| Q1 2023 | $352,688 | +17.2% | 11,875 | -1.0% | 0.18% | +23.2% |
| Q4 2022 | $300,960 | -50.7% | 12,000 | -19.6% | 0.14% | -54.5% |
| Q1 2022 | $610,000 | -73.3% | 14,923 | -66.2% | 0.31% | -16.6% |
| Q4 2021 | $2,287,000 | +179.2% | 44,091 | +210.0% | 0.37% | -16.1% |
| Q3 2021 | $819,000 | -0.1% | 14,221 | -3.1% | 0.45% | +1.4% |
| Q2 2021 | $820,000 | +46.4% | 14,677 | +26.2% | 0.44% | +36.6% |
| Q1 2021 | $560,000 | +91.1% | 11,634 | +112.9% | 0.32% | +77.9% |
| Q4 2020 | $293,000 | – | 5,465 | – | 0.18% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Edgehill Endowment Partners, LLC | 1,444,917 | $45,803,869 | 8.09% |
| Selective Wealth Management, Inc. | 353,411 | $11,277,337 | 5.63% |
| SFI Advisors, LLC | 40,010 | $1,268,317 | 1.20% |
| KM Capital Management Ltd. | 44,096 | $1,397,843 | 1.01% |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 143,639 | $4,533,618 | 0.93% |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 385,098 | $12,154,689 | 0.86% |
| Clearwater Capital Advisors, LLC | 215,635 | $6,835,630 | 0.81% |
| Thrive Capital Management, LLC | 41,307 | $1,309,432 | 0.75% |
| Joseph P. Lucia & Associates, LLC | 30,609 | $970,305 | 0.65% |
| EPIQ Capital Group, LLC | 39,398 | $1,248,927 | 0.63% |