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 | $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 ↓ |
|---|---|---|---|
| Edgehill Endowment Partners, LLC | 448,715 | $18,348,000 | 4.88% |
| SFI Advisors, LLC | 68,756 | $2,811,000 | 1.71% |
| Clarity Wealth Advisors, LLC | 69,944 | $2,860,000 | 1.36% |
| NORTHSTAR ASSET MANAGEMENT Co LLC | 125,305 | $5,124,000 | 1.31% |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 385,098 | $15,629,000 | 1.08% |
| Joseph P. Lucia & Associates, LLC | 42,839 | $1,752,000 | 1.07% |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 143,639 | $5,829,000 | 1.03% |
| Thrive Capital Management, LLC | 37,847 | $1,548,000 | 0.93% |
| Clearwater Capital Advisors, LLC | 195,407 | $7,990,000 | 0.92% |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 47,793 | $1,954,000 | 0.83% |