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 | $1,711,814 | +0.3% | 57,773 | +7.3% | 0.01% | 0.0% |
| Q2 2023 | $1,707,267 | -8.3% | 53,857 | -14.1% | 0.01% | -12.5% |
| Q1 2023 | $1,861,685 | +14.6% | 62,683 | -3.2% | 0.01% | 0.0% |
| Q4 2022 | $1,624,808 | +6.0% | 64,785 | +12.7% | 0.01% | 0.0% |
| Q3 2022 | $1,533,000 | +17.3% | 57,475 | +23.3% | 0.01% | +14.3% |
| Q2 2022 | $1,307,000 | +2.0% | 46,628 | +48.7% | 0.01% | +16.7% |
| Q1 2022 | $1,282,000 | +74.9% | 31,348 | +122.0% | 0.01% | +100.0% |
| Q4 2021 | $733,000 | +55.3% | 14,122 | +72.2% | 0.00% | +50.0% |
| Q3 2021 | $472,000 | – | 8,199 | – | 0.00% | – |
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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% |