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 | $328,567 | -4.3% | 11,089 | +2.4% | 0.06% | -3.3% |
| Q2 2023 | $343,153 | +14.2% | 10,825 | +7.0% | 0.06% | +8.9% |
| Q1 2023 | $300,564 | +23.8% | 10,120 | +4.5% | 0.06% | +3.7% |
| Q4 2022 | $242,774 | -20.1% | 9,680 | -15.1% | 0.05% | -27.0% |
| Q3 2022 | $304,000 | -2.3% | 11,400 | +2.7% | 0.07% | +1.4% |
| Q2 2022 | $311,000 | -34.8% | 11,102 | -4.9% | 0.07% | -21.5% |
| Q1 2022 | $477,000 | -35.5% | 11,673 | -18.2% | 0.09% | -26.2% |
| Q4 2021 | $740,000 | -37.0% | 14,278 | -29.9% | 0.13% | -41.1% |
| Q3 2021 | $1,174,000 | +3.6% | 20,373 | +0.5% | 0.21% | +3.9% |
| Q2 2021 | $1,133,000 | +43.6% | 20,273 | +23.8% | 0.21% | +32.9% |
| Q1 2021 | $789,000 | +142.0% | 16,379 | +169.3% | 0.16% | +115.3% |
| Q4 2020 | $326,000 | – | 6,082 | – | 0.07% | – |
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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% |