WISDOMTREE TR's ticker is WCLD and the CUSIP is 97717Y691. A total of 181 filers reported holding WISDOMTREE TR in Q1 2021. 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 | $38 | +2.7% | 1,270 | +8.1% | 0.01% | +9.1% |
| Q2 2023 | $37 | -72.2% | 1,175 | -73.7% | 0.01% | -71.8% |
| Q1 2023 | $133 | +18.8% | 4,473 | +0.7% | 0.04% | +14.7% |
| Q4 2022 | $112 | -100.0% | 4,440 | -77.6% | 0.03% | -80.2% |
| Q3 2022 | $528,000 | -6.7% | 19,802 | -2.0% | 0.17% | +1.8% |
| Q2 2022 | $566,000 | -36.3% | 20,202 | -6.9% | 0.17% | -27.8% |
| Q1 2022 | $888,000 | -21.1% | 21,702 | 0.0% | 0.23% | -19.6% |
| Q4 2021 | $1,125,000 | -1.4% | 21,702 | +9.5% | 0.29% | -9.9% |
| Q3 2021 | $1,141,000 | +26.8% | 19,815 | +23.1% | 0.32% | +24.2% |
| Q2 2021 | $900,000 | +356.9% | 16,092 | +294.4% | 0.26% | +271.4% |
| Q1 2021 | $197,000 | +129.1% | 4,080 | +155.0% | 0.07% | +105.9% |
| Q4 2020 | $86,000 | +26.5% | 1,600 | 0.0% | 0.03% | +13.3% |
| Q3 2020 | $68,000 | +61.9% | 1,600 | +46.8% | 0.03% | +50.0% |
| Q2 2020 | $42,000 | – | 1,090 | – | 0.02% | – |
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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% |