WISDOMTREE TR's ticker is WCLD and the CUSIP is 97717Y691. A total of 127 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is 0.40 and the average weighting 0.1%.
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 ↓ |
|---|---|---|---|
| Private Wealth Strategies, L.L.C. | 183,782 | $10,272,000 | 2.65% |
| ALBION FINANCIAL GROUP /UT | 414,005 | $23,139,000 | 2.01% |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 70,702 | $4,058,000 | 1.99% |
| Orca Investment Management, LLC | 39,431 | $2,204,000 | 1.99% |
| NORTHSTAR ASSET MANAGEMENT Co LLC | 134,046 | $7,492,000 | 1.97% |
| Clarity Wealth Advisors, LLC | 66,942 | $3,741,000 | 1.94% |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 385,098 | $21,523,000 | 1.58% |
| Joseph P. Lucia & Associates, LLC | 44,231 | $2,472,000 | 1.48% |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 143,639 | $8,028,000 | 1.42% |
| STRATEGIC WEALTH MANAGEMENT INC | 46,902 | $2,621,000 | 1.41% |