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 | $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% | – |
Download | ||||||
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% |