WISDOMTREE TR's ticker is WCLD and the CUSIP is 97717Y691. A total of 125 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is 3.39 and the average weighting 0.4%.
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 ↓ |
|---|---|---|---|
| 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% |