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 | $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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Wealth Strategies, L.L.C. | 183,782 | $10,272,000 | 2.65% |
| ALBION FINANCIAL GROUP /UT | 414,005 | $23,139,000 | 2.01% |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 70,702 | $4,058,000 | 1.99% |
| Orca Investment Management, LLC | 39,431 | $2,204,000 | 1.99% |
| NORTHSTAR ASSET MANAGEMENT Co LLC | 134,046 | $7,492,000 | 1.97% |
| Clarity Wealth Advisors, LLC | 66,942 | $3,741,000 | 1.94% |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 385,098 | $21,523,000 | 1.58% |
| Joseph P. Lucia & Associates, LLC | 44,231 | $2,472,000 | 1.48% |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 143,639 | $8,028,000 | 1.42% |
| STRATEGIC WEALTH MANAGEMENT INC | 46,902 | $2,621,000 | 1.41% |