WISDOMTREE TR's ticker is WCLD and the CUSIP is 97717Y691. A total of 127 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is 0.40 and the average weighting 0.1%.
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 ↓ |
|---|---|---|---|
| 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% |