WISDOMTREE TR's ticker is WCLD and the CUSIP is 97717Y691. A total of 179 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is 0.47 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,255,046 | -6.1% | 143,639 | 0.0% | 0.91% | -2.7% |
| Q2 2023 | $4,533,618 | +10.6% | 143,639 | 0.0% | 0.93% | -0.3% |
| Q1 2023 | $4,098,021 | +14.2% | 143,639 | 0.0% | 0.94% | +12.1% |
| Q4 2022 | $3,587,788 | -7.5% | 143,639 | 0.0% | 0.83% | -7.1% |
| Q3 2022 | $3,878,000 | -2.9% | 143,639 | 0.0% | 0.90% | +2.7% |
| Q2 2022 | $3,992,000 | -31.5% | 143,639 | 0.0% | 0.87% | -15.2% |
| Q1 2022 | $5,829,000 | -21.7% | 143,639 | 0.0% | 1.03% | -16.5% |
| Q4 2021 | $7,449,000 | -10.0% | 143,639 | 0.0% | 1.23% | -18.3% |
| Q3 2021 | $8,276,000 | +3.1% | 143,639 | 0.0% | 1.51% | +6.5% |
| Q2 2021 | $8,028,000 | +16.0% | 143,639 | 0.0% | 1.42% | -1.4% |
| Q1 2021 | $6,918,000 | -10.1% | 143,639 | 0.0% | 1.44% | -15.9% |
| Q4 2020 | $7,696,000 | +326.1% | 143,639 | +209.9% | 1.71% | +131.4% |
| Q2 2020 | $1,806,000 | – | 46,348 | – | 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% |