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 | $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 ↓ |
|---|---|---|---|
| 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% |