WISDOMTREE TR's ticker is WCLD and the CUSIP is 97717Y691. A total of 162 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is 0.21 and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2022 | $216,000 | -22.9% | 8,116 | -18.8% | 0.01% | -18.8% |
Q2 2022 | $280,000 | -51.0% | 9,992 | -28.4% | 0.02% | -42.9% |
Q1 2022 | $571,000 | -31.0% | 13,962 | -12.5% | 0.03% | -30.0% |
Q4 2021 | $828,000 | -9.7% | 15,957 | +0.2% | 0.04% | -21.6% |
Q3 2021 | $917,000 | +1.6% | 15,918 | -1.5% | 0.05% | -7.3% |
Q2 2021 | $903,000 | +13.6% | 16,161 | -2.1% | 0.06% | 0.0% |
Q1 2021 | $795,000 | -0.7% | 16,505 | +11.2% | 0.06% | -6.8% |
Q4 2020 | $801,000 | -99.8% | 14,836 | +57.5% | 0.06% | +68.6% |
Q3 2020 | $403,000,000 | – | 9,421 | – | 0.04% | – |
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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% |