WISDOMTREE TR's ticker is WCLD and the CUSIP is 97717Y691. A total of 162 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is 0.21 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $296,833 | -12.3% | 10,018 | -6.2% | 0.03% | -13.9% |
| Q2 2023 | $338,493 | -0.1% | 10,678 | -6.4% | 0.04% | +100.0% |
| Q1 2023 | $338,996 | +13.2% | 11,414 | -4.4% | 0.02% | 0.0% |
| Q4 2022 | $299,430 | +42.6% | 11,939 | +51.4% | 0.02% | +28.6% |
| Q3 2022 | $210,000 | +34.6% | 7,886 | +162.7% | 0.01% | +40.0% |
| Q4 2021 | $156,000 | -3.1% | 3,002 | +7.2% | 0.01% | -9.1% |
| Q3 2021 | $161,000 | -25.1% | 2,800 | -27.3% | 0.01% | -26.7% |
| Q2 2021 | $215,000 | +34.4% | 3,851 | +16.0% | 0.02% | +7.1% |
| Q1 2021 | $160,000 | +31.1% | 3,319 | +45.3% | 0.01% | +27.3% |
| Q4 2020 | $122,000 | – | 2,285 | – | 0.01% | – |
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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% |