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 | $1,440,824 | -7.2% | 48,627 | -0.7% | 0.00% | -33.3% |
| Q2 2023 | $1,553,392 | +6.0% | 48,994 | -0.9% | 0.00% | 0.0% |
| Q1 2023 | $1,466,059 | +9.3% | 49,433 | -7.5% | 0.00% | 0.0% |
| Q4 2022 | $1,341,276 | +30.1% | 53,436 | +38.3% | 0.00% | +50.0% |
| Q3 2022 | $1,031,000 | -6.0% | 38,646 | -1.1% | 0.00% | 0.0% |
| Q2 2022 | $1,097,000 | -71.5% | 39,078 | -53.3% | 0.00% | -71.4% |
| Q1 2022 | $3,848,000 | -16.6% | 83,667 | -6.0% | 0.01% | -22.2% |
| Q4 2021 | $4,615,000 | -28.6% | 88,994 | -20.7% | 0.01% | -30.8% |
| Q3 2021 | $6,467,000 | -43.1% | 112,252 | -44.8% | 0.01% | -48.0% |
| Q2 2021 | $11,358,000 | +212.2% | 203,381 | +169.3% | 0.02% | +177.8% |
| Q1 2021 | $3,638,000 | -45.0% | 75,535 | -38.8% | 0.01% | -50.0% |
| Q4 2020 | $6,609,000 | +124.2% | 123,350 | +78.6% | 0.02% | +100.0% |
| Q3 2020 | $2,948,000 | +128.2% | 69,071 | +108.2% | 0.01% | +125.0% |
| Q2 2020 | $1,292,000 | +1983.9% | 33,177 | +1176.0% | 0.00% | – |
| Q1 2020 | $62,000 | – | 2,600 | – | 0.00% | – |
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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% |