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 2023 | $42,812,891 | -6.5% | 1,444,917 | 0.0% | 7.88% | -2.6% |
| Q2 2023 | $45,803,869 | +6.7% | 1,444,917 | 0.0% | 8.09% | -5.6% |
| Q1 2023 | $42,914,035 | +18.4% | 1,444,917 | 0.0% | 8.57% | +8.7% |
| Q4 2022 | $36,238,518 | -6.0% | 1,444,917 | 0.0% | 7.89% | -20.4% |
| Q3 2022 | $38,536,000 | -4.9% | 1,444,917 | 0.0% | 9.91% | -2.8% |
| Q2 2022 | $40,501,000 | +120.7% | 1,444,917 | +222.0% | 10.20% | +109.0% |
| Q1 2022 | $18,348,000 | – | 448,715 | – | 4.88% | – |
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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% |