WISDOMTREE TR's ticker is WCLD and the CUSIP is 97717Y691. A total of 177 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is 0.39 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $21,090 | -19.5% | 730 | -11.6% | 0.00% | 0.0% |
| Q2 2023 | $26,184 | +29.5% | 826 | +3.8% | 0.00% | 0.0% |
| Q1 2023 | $20,218 | +1.3% | 796 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $19,964 | -26.1% | 796 | -20.1% | 0.00% | -50.0% |
| Q3 2022 | $27,000 | -3.6% | 996 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $28,000 | 0.0% | 996 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $28,000 | -46.2% | 996 | +10.7% | 0.00% | -60.0% |
| Q3 2021 | $52,000 | +4.0% | 900 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $50,000 | -9.1% | 900 | -21.7% | 0.01% | -16.7% |
| Q1 2021 | $55,000 | -33.7% | 1,150 | -25.8% | 0.01% | -40.0% |
| Q4 2020 | $83,000 | -4.6% | 1,550 | -23.6% | 0.01% | -23.1% |
| Q3 2020 | $87,000 | – | 2,030 | – | 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% |