WISDOMTREE TR's ticker is WCLD and the CUSIP is 97717Y691. A total of 194 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is 8.06 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $2,263,000 | -8.8% | 43,639 | +1.3% | 0.70% | -16.0% |
| Q3 2021 | $2,481,000 | +7.6% | 43,059 | +4.4% | 0.83% | +7.3% |
| Q2 2021 | $2,305,000 | +15.5% | 41,245 | -0.4% | 0.78% | +3.2% |
| Q1 2021 | $1,995,000 | -9.3% | 41,422 | +0.9% | 0.75% | -17.7% |
| Q4 2020 | $2,200,000 | +59.9% | 41,072 | +27.6% | 0.91% | +17.5% |
| Q3 2020 | $1,376,000 | -40.7% | 32,195 | -46.0% | 0.78% | -33.8% |
| Q2 2020 | $2,322,000 | – | 59,598 | – | 1.18% | – |
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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% |