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 | $1,533,827 | -8.8% | 51,766 | -2.4% | 0.01% | -7.1% |
| Q2 2023 | $1,681,083 | +13.3% | 53,031 | +6.1% | 0.01% | +7.7% |
| Q1 2023 | $1,483,842 | +16.8% | 49,961 | -1.4% | 0.01% | +8.3% |
| Q4 2022 | $1,270,553 | +25.3% | 50,660 | +33.2% | 0.01% | -40.0% |
| Q3 2022 | $1,014,000 | -29.6% | 38,037 | -25.9% | 0.02% | -13.0% |
| Q2 2022 | $1,440,000 | -35.4% | 51,361 | -5.7% | 0.02% | -28.1% |
| Q1 2022 | $2,228,000 | -16.2% | 54,480 | +6.2% | 0.03% | -15.8% |
| Q4 2021 | $2,660,000 | -6.2% | 51,297 | +4.2% | 0.04% | -15.6% |
| Q3 2021 | $2,836,000 | +7.6% | 49,221 | +4.4% | 0.04% | +7.1% |
| Q2 2021 | $2,635,000 | +73.9% | 47,148 | +49.9% | 0.04% | +40.0% |
| Q1 2021 | $1,515,000 | -14.6% | 31,448 | -5.0% | 0.03% | -14.3% |
| Q4 2020 | $1,775,000 | – | 33,117 | – | 0.04% | – |
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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% |