WISDOMTREE TR's ticker is WCLD and the CUSIP is 97717Y691. A total of 126 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is 3.39 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $240,084 | -9.3% | 7,600 | 0.0% | 0.00% | -50.0% |
| Q1 2024 | $264,632 | -0.4% | 7,600 | 0.0% | 0.00% | 0.0% |
| Q4 2023 | $265,620 | +0.4% | 7,600 | -14.9% | 0.00% | 0.0% |
| Q3 2023 | $264,596 | -30.7% | 8,930 | -25.8% | 0.00% | -33.3% |
| Q2 2023 | $381,668 | +43.9% | 12,040 | +34.8% | 0.00% | +50.0% |
| 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% | – |
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% |