WISDOMTREE TR's ticker is WCLD and the CUSIP is 97717Y691. A total of 119 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is 0.21 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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Edgehill Endowment Partners, LLC | 1,444,917 | $45,803,869 | 8.09% |
Selective Wealth Management, Inc. | 353,411 | $11,277,337 | 5.63% |
SFI Advisors, LLC | 40,010 | $1,268,317 | 1.20% |
KM Capital Management Ltd. | 44,096 | $1,397,843 | 1.01% |
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 143,639 | $4,533,618 | 0.93% |
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 385,098 | $12,154,689 | 0.86% |
Clearwater Capital Advisors, LLC | 215,635 | $6,835,630 | 0.81% |
Thrive Capital Management, LLC | 41,307 | $1,309,432 | 0.75% |
Joseph P. Lucia & Associates, LLC | 30,609 | $970,305 | 0.65% |
EPIQ Capital Group, LLC | 39,398 | $1,248,927 | 0.63% |