WISDOMTREE TR's ticker is WCLD and the CUSIP is 97717Y691. A total of 177 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is 0.39 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $237,000 | -29.0% | 5,806 | -10.0% | 0.01% | -28.6% |
| Q4 2021 | $334,000 | -74.4% | 6,449 | -71.6% | 0.01% | -78.8% |
| Q3 2021 | $1,307,000 | +3.7% | 22,681 | +0.6% | 0.03% | +6.5% |
| Q2 2021 | $1,260,000 | +9.2% | 22,551 | -5.9% | 0.03% | -3.1% |
| Q1 2021 | $1,154,000 | -19.7% | 23,969 | -10.6% | 0.03% | -25.6% |
| Q4 2020 | $1,437,000 | +4.5% | 26,811 | -16.7% | 0.04% | -4.4% |
| Q3 2020 | $1,375,000 | – | 32,190 | – | 0.04% | – |
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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% |