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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,407,833 | -6.1% | 385,098 | 0.0% | 0.84% | -2.7% |
| Q2 2023 | $12,154,689 | +10.6% | 385,098 | 0.0% | 0.86% | -2.6% |
| Q1 2023 | $10,986,846 | +14.2% | 385,098 | 0.0% | 0.89% | +12.0% |
| Q4 2022 | $9,618,906 | -7.5% | 385,098 | 0.0% | 0.79% | -8.3% |
| Q3 2022 | $10,397,000 | -2.9% | 385,098 | 0.0% | 0.86% | +2.4% |
| Q2 2022 | $10,703,000 | -31.5% | 385,098 | 0.0% | 0.84% | -22.0% |
| Q1 2022 | $15,629,000 | -21.7% | 385,098 | 0.0% | 1.08% | -17.5% |
| Q4 2021 | $19,971,000 | -10.0% | 385,098 | 0.0% | 1.31% | -17.4% |
| Q3 2021 | $22,189,000 | +3.1% | 385,098 | 0.0% | 1.59% | +0.4% |
| Q2 2021 | $21,523,000 | +21.3% | 385,098 | +4.5% | 1.58% | -11.4% |
| Q1 2021 | $17,741,000 | -14.0% | 368,373 | -4.3% | 1.78% | -6.5% |
| Q4 2020 | $20,634,000 | -3.3% | 385,098 | -22.8% | 1.91% | -22.2% |
| Q3 2020 | $21,329,000 | +320.0% | 499,147 | +282.9% | 2.45% | +231.8% |
| Q2 2020 | $5,078,000 | – | 130,343 | – | 0.74% | – |
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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% |