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 | $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 ↓ |
|---|---|---|---|
| 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% |