WISDOMTREE TR's ticker is WCLD and the CUSIP is 97717Y691. A total of 117 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,549,116 | +16.4% | 52,282 | +24.6% | 0.01% | +12.5% |
| Q2 2023 | $1,330,386 | -16.3% | 41,968 | -21.6% | 0.01% | -20.0% |
| Q1 2023 | $1,589,663 | +59.1% | 53,524 | +34.4% | 0.01% | +42.9% |
| Q4 2022 | $998,861 | -28.0% | 39,827 | -23.5% | 0.01% | -36.4% |
| Q3 2022 | $1,388,000 | -8.2% | 52,056 | -3.5% | 0.01% | -8.3% |
| Q2 2022 | $1,512,000 | -30.7% | 53,946 | +1.2% | 0.01% | -20.0% |
| Q1 2022 | $2,181,000 | +73.9% | 53,331 | +120.5% | 0.02% | +66.7% |
| Q4 2021 | $1,254,000 | -72.6% | 24,187 | -79.4% | 0.01% | -87.3% |
| Q2 2020 | $4,581,000 | – | 117,576 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Wealth Strategies, L.L.C. | 192,409 | $11,086,000 | 2.78% |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 75,517 | $4,742,000 | 2.12% |
| ALBION FINANCIAL GROUP /UT | 409,138 | $23,575,000 | 2.06% |
| NORTHSTAR ASSET MANAGEMENT Co LLC | 133,071 | $7,668,000 | 2.01% |
| Orca Investment Management, LLC | 39,431 | $2,272,000 | 1.99% |
| Clarity Wealth Advisors, LLC | 69,796 | $4,021,000 | 1.98% |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 385,098 | $22,189,000 | 1.59% |
| STRATEGIC WEALTH MANAGEMENT INC | 52,563 | $3,029,000 | 1.57% |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 143,639 | $8,276,000 | 1.51% |
| Joseph P. Lucia & Associates, LLC | 44,016 | $2,536,000 | 1.50% |