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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $11,635,018 | +16.4% | 358,111 | +3.5% | 5.86% | +6.8% |
| Q3 2023 | $9,993,362 | -11.4% | 345,911 | -2.1% | 5.49% | -2.4% |
| Q2 2023 | $11,277,337 | +33.1% | 353,411 | +10.4% | 5.63% | +25.7% |
| Q4 2022 | $8,473,736 | +372.9% | 320,247 | +376.5% | 4.47% | +482.6% |
| Q3 2022 | $1,792,000 | +29766.7% | 67,209 | +33504.5% | 0.77% | +38300.0% |
| Q2 2022 | $6,000 | -25.0% | 200 | 0.0% | 0.00% | -33.3% |
| Q1 2022 | $8,000 | -20.0% | 200 | 0.0% | 0.00% | -25.0% |
| Q4 2021 | $10,000 | -16.7% | 200 | 0.0% | 0.00% | -33.3% |
| Q3 2021 | $12,000 | +9.1% | 200 | 0.0% | 0.01% | -33.3% |
| Q2 2021 | $11,000 | – | 200 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Edgehill Endowment Partners, LLC | 1,444,917 | $45,803,869 | 8.09% |
| Selective Wealth Management, Inc. | 353,411 | $11,277,337 | 5.63% |
| SFI Advisors, LLC | 40,010 | $1,268,317 | 1.20% |
| KM Capital Management Ltd. | 44,096 | $1,397,843 | 1.01% |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 143,639 | $4,533,618 | 0.93% |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 385,098 | $12,154,689 | 0.86% |
| Clearwater Capital Advisors, LLC | 215,635 | $6,835,630 | 0.81% |
| Thrive Capital Management, LLC | 41,307 | $1,309,432 | 0.75% |
| Joseph P. Lucia & Associates, LLC | 30,609 | $970,305 | 0.65% |
| EPIQ Capital Group, LLC | 39,398 | $1,248,927 | 0.63% |