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 | $6,323,309 | -7.5% | 213,409 | -1.0% | 0.78% | -4.8% |
| Q2 2023 | $6,835,630 | +2.4% | 215,635 | -4.0% | 0.81% | -0.1% |
| Q1 2023 | $6,672,195 | +17.6% | 224,653 | -0.7% | 0.82% | +10.3% |
| Q4 2022 | $5,672,118 | -12.4% | 226,161 | -6.8% | 0.74% | -17.3% |
| Q3 2022 | $6,475,000 | +9.3% | 242,766 | +14.9% | 0.89% | +10.5% |
| Q2 2022 | $5,922,000 | -25.9% | 211,267 | +8.1% | 0.81% | -11.7% |
| Q1 2022 | $7,990,000 | -8.3% | 195,407 | +16.3% | 0.92% | -4.7% |
| Q4 2021 | $8,711,000 | -6.8% | 167,962 | +3.5% | 0.96% | -11.3% |
| Q3 2021 | $9,349,000 | +5.7% | 162,247 | +2.5% | 1.08% | +5.1% |
| Q2 2021 | $8,848,000 | +24.0% | 158,310 | +6.8% | 1.03% | +15.5% |
| Q1 2021 | $7,137,000 | +116.4% | 148,201 | +140.8% | 0.89% | +103.7% |
| Q4 2020 | $3,298,000 | +139.5% | 61,549 | +91.0% | 0.44% | +102.8% |
| Q3 2020 | $1,377,000 | – | 32,217 | – | 0.22% | – |
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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% |