WISDOMTREE TR's ticker is WCLD and the CUSIP is 97717Y691. A total of 163 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $82,577 | -59.6% | 2,787 | -61.2% | 0.00% | 0.0% |
| Q2 2023 | $204,533 | +116.2% | 7,174 | +92.0% | 0.00% | 0.0% |
| Q1 2023 | $94,598 | +72112.2% | 3,736 | -27.4% | 0.00% | +33.3% |
| Q4 2022 | $131 | -99.9% | 5,143 | +0.3% | 0.00% | 0.0% |
| Q3 2022 | $131,000 | 0.0% | 5,128 | -0.2% | 0.00% | -25.0% |
| Q2 2022 | $131,000 | -38.5% | 5,138 | -38.4% | 0.00% | +33.3% |
| Q1 2022 | $213,000 | +29.9% | 8,338 | +160.6% | 0.00% | 0.0% |
| Q4 2021 | $164,000 | -10.4% | 3,200 | +0.8% | 0.00% | -25.0% |
| Q3 2021 | $183,000 | -9.0% | 3,175 | -11.2% | 0.00% | 0.0% |
| Q2 2021 | $201,000 | -65.3% | 3,575 | -70.3% | 0.00% | -63.6% |
| Q1 2021 | $580,000 | -22.4% | 12,052 | -13.6% | 0.01% | -63.3% |
| Q4 2020 | $747,000 | +51.2% | 13,947 | +20.9% | 0.03% | +3.4% |
| Q3 2020 | $494,000 | +227.2% | 11,538 | +192.5% | 0.03% | +141.7% |
| Q2 2020 | $151,000 | – | 3,945 | – | 0.01% | – |
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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% |