WISDOMTREE TR's ticker is WCLD and the CUSIP is 97717Y691. A total of 179 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is 0.47 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $285,989 | -7.6% | 9,652 | -1.2% | 0.07% | -7.8% |
| Q2 2023 | $309,614 | +6.3% | 9,767 | -0.4% | 0.08% | -10.5% |
| Q1 2023 | $291,268 | +20.3% | 9,807 | +1.6% | 0.09% | +8.9% |
| Q4 2022 | $242,198 | -44.3% | 9,657 | -37.7% | 0.08% | -54.3% |
| Q3 2022 | $435,000 | 0.0% | 15,505 | 0.0% | 0.17% | 0.0% |
| Q2 2022 | $435,000 | -64.7% | 15,505 | -34.7% | 0.17% | -60.9% |
| Q1 2022 | $1,231,000 | 0.0% | 23,730 | 0.0% | 0.44% | 0.0% |
| Q4 2021 | $1,231,000 | -8.5% | 23,730 | +1.6% | 0.44% | -21.7% |
| Q3 2021 | $1,346,000 | +6.1% | 23,354 | +2.8% | 0.57% | -0.9% |
| Q2 2021 | $1,269,000 | +21.3% | 22,714 | +4.5% | 0.57% | +7.7% |
| Q1 2021 | $1,046,000 | -10.3% | 21,727 | -0.1% | 0.53% | -14.5% |
| Q4 2020 | $1,166,000 | +27.3% | 21,757 | +1.5% | 0.62% | +6.9% |
| Q3 2020 | $916,000 | +25.1% | 21,442 | +14.2% | 0.58% | +15.1% |
| Q2 2020 | $732,000 | – | 18,781 | – | 0.50% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Wealth Strategies, L.L.C. | 192,409 | $11,086,000 | 2.78% |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 75,517 | $4,742,000 | 2.12% |
| ALBION FINANCIAL GROUP /UT | 409,138 | $23,575,000 | 2.06% |
| NORTHSTAR ASSET MANAGEMENT Co LLC | 133,071 | $7,668,000 | 2.01% |
| Orca Investment Management, LLC | 39,431 | $2,272,000 | 1.99% |
| Clarity Wealth Advisors, LLC | 69,796 | $4,021,000 | 1.98% |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 385,098 | $22,189,000 | 1.59% |
| STRATEGIC WEALTH MANAGEMENT INC | 52,563 | $3,029,000 | 1.57% |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 143,639 | $8,276,000 | 1.51% |
| Joseph P. Lucia & Associates, LLC | 44,016 | $2,536,000 | 1.50% |