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 | $264,596 | -30.7% | 8,930 | -25.8% | 0.00% | -50.0% |
| Q2 2023 | $381,668 | +43.9% | 12,040 | +34.8% | 0.00% | 0.0% |
| Q1 2023 | $265,221 | +18.4% | 8,930 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $223,964 | -5.9% | 8,930 | 0.0% | 0.00% | -33.3% |
| Q3 2022 | $238,000 | -4.8% | 8,930 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $250,000 | -33.3% | 8,930 | -2.6% | 0.00% | 0.0% |
| Q1 2022 | $375,000 | -4.8% | 9,167 | +20.6% | 0.00% | 0.0% |
| Q4 2021 | $394,000 | +26.3% | 7,599 | +40.5% | 0.00% | 0.0% |
| Q3 2021 | $312,000 | +19.1% | 5,410 | +15.5% | 0.00% | +50.0% |
| Q2 2021 | $262,000 | -9.7% | 4,683 | -22.3% | 0.00% | 0.0% |
| Q1 2021 | $290,000 | -11.0% | 6,024 | -1.1% | 0.00% | +100.0% |
| Q4 2020 | $326,000 | – | 6,092 | – | 0.00% | – |
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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% |