WISDOMTREE TR's ticker is WCLD and the CUSIP is 97717Y691. A total of 131 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is 0.40 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $572,963 | -0.4% | 16,455 | 0.0% | 0.00% | 0.0% |
| Q4 2023 | $575,102 | +18.0% | 16,455 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $487,562 | +110.6% | 16,455 | +111.1% | 0.00% | 0.0% |
| Q1 2023 | $231,512 | +17.5% | 7,795 | -0.8% | 0.00% | 0.0% |
| Q4 2022 | $197,003 | -5.7% | 7,855 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $209,000 | -87.8% | 7,855 | -87.1% | 0.00% | -92.3% |
| Q2 2022 | $1,707,000 | -13.6% | 60,895 | +26.1% | 0.01% | -23.5% |
| Q1 2022 | $1,975,000 | +316.7% | 48,306 | +487.0% | 0.02% | +183.3% |
| Q3 2021 | $474,000 | – | 8,230 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Edgehill Endowment Partners, LLC | 1,444,917 | $38,536,000 | 9.91% |
| SFI Advisors, LLC | 70,088 | $1,869,000 | 2.17% |
| Clarity Wealth Advisors, LLC | 61,315 | $1,635,000 | 0.98% |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 143,639 | $3,878,000 | 0.90% |
| Clearwater Capital Advisors, LLC | 242,766 | $6,475,000 | 0.89% |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 385,098 | $10,397,000 | 0.86% |
| Joseph P. Lucia & Associates, LLC | 40,049 | $1,068,000 | 0.84% |
| Selective Wealth Management, Inc. | 67,209 | $1,792,000 | 0.77% |
| Thrive Capital Management, LLC | 37,791 | $1,008,000 | 0.68% |
| Yarbrough Capital, LLC | 200,776 | $5,355,000 | 0.43% |