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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $2,039,000 | -8.9% | 39,310 | +1.2% | 0.70% | +0.7% |
| Q3 2021 | $2,238,000 | +5.2% | 38,848 | +2.1% | 0.70% | -13.8% |
| Q2 2021 | $2,127,000 | +19.4% | 38,049 | +2.8% | 0.81% | +13.9% |
| Q1 2021 | $1,782,000 | -17.2% | 37,000 | -7.8% | 0.71% | -22.4% |
| Q4 2020 | $2,151,000 | +12.0% | 40,150 | -10.7% | 0.92% | -17.3% |
| Q3 2020 | $1,921,000 | – | 44,950 | – | 1.11% | – |
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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% |