WISDOMTREE TR's ticker is WCLD and the CUSIP is 97717Y691. A total of 127 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is 0.40 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $118,757 | -33.5% | 4,008 | -28.8% | 0.00% | -33.3% |
| Q2 2023 | $178,550 | -6.1% | 5,632 | -12.0% | 0.01% | 0.0% |
| Q1 2023 | $190,184 | +13.3% | 6,403 | -4.3% | 0.01% | -14.3% |
| Q4 2022 | $167,810 | -9.3% | 6,691 | -3.3% | 0.01% | -22.2% |
| Q3 2022 | $185,000 | -6.1% | 6,919 | -1.3% | 0.01% | 0.0% |
| Q2 2022 | $197,000 | -49.2% | 7,011 | -24.9% | 0.01% | -40.0% |
| Q1 2022 | $388,000 | -55.5% | 9,331 | -44.4% | 0.02% | -53.1% |
| Q4 2021 | $871,000 | -13.2% | 16,788 | -3.7% | 0.03% | -20.0% |
| Q3 2021 | $1,004,000 | +3.1% | 17,433 | +0.0% | 0.04% | -2.4% |
| Q2 2021 | $974,000 | +8.9% | 17,432 | -6.1% | 0.04% | -2.4% |
| Q1 2021 | $894,000 | -11.9% | 18,566 | -2.0% | 0.04% | -23.6% |
| Q4 2020 | $1,015,000 | +94.8% | 18,944 | +55.2% | 0.06% | +71.9% |
| Q3 2020 | $521,000 | +8.1% | 12,203 | -1.5% | 0.03% | +3.2% |
| Q2 2020 | $482,000 | – | 12,394 | – | 0.03% | – |
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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% |