WISDOMTREE TR's ticker is WCLD and the CUSIP is 97717Y691. A total of 123 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is 0.21 and the average weighting 0.2%.
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 ↓ |
|---|---|---|---|
| SFI Advisors, LLC | 67,005 | $2,937,000 | 2.59% |
| Private Wealth Strategies, L.L.C. | 197,710 | $10,253,000 | 2.36% |
| Bulltick Wealth Management, LLC | 221,083 | $11,465,364 | 2.27% |
| Clarity Wealth Advisors, LLC | 70,974 | $3,680,000 | 1.71% |
| Orca Investment Management, LLC | 39,431 | $2,045,000 | 1.68% |
| ALBION FINANCIAL GROUP /UT | 405,613 | $21,035,000 | 1.67% |
| NORTHSTAR ASSET MANAGEMENT Co LLC | 133,671 | $6,932,000 | 1.63% |
| STRATEGIC WEALTH MANAGEMENT INC | 57,563 | $2,985,000 | 1.48% |
| Joseph P. Lucia & Associates, LLC | 44,116 | $2,288,000 | 1.45% |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 385,098 | $19,971,000 | 1.31% |