WISDOMTREE TR's ticker is WCLD and the CUSIP is 97717Y691. A total of 121 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is 0.14 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 ↓ |
|---|---|---|---|
| Orca Investment Management, LLC | 41,499 | $2,224,000 | 2.33% |
| NORTHSTAR ASSET MANAGEMENT Co LLC | 139,885 | $7,495,000 | 2.13% |
| ALBION FINANCIAL GROUP /UT | 403,472 | $21,618,000 | 2.12% |
| Clarity Wealth Advisors, LLC | 61,165 | $3,277,000 | 1.99% |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 385,098 | $20,634,000 | 1.91% |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 52,556 | $2,864,000 | 1.87% |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 143,639 | $7,696,000 | 1.71% |
| Rollins Financial | 65,058 | $3,486,000 | 1.59% |
| STRATEGIC WEALTH MANAGEMENT INC | 48,278 | $2,587,000 | 1.59% |
| Joseph P. Lucia & Associates, LLC | 42,383 | $2,271,000 | 1.58% |