WISDOMTREE TR's ticker is WCLD and the CUSIP is 97717Y691. A total of 121 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is 0.14 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 ↓ |
|---|---|---|---|
| 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% |