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 | $3,704 | -6.5% | 125 | 0.0% | 0.00% | – |
| Q2 2023 | $3,963 | +6.7% | 125 | 0.0% | 0.00% | – |
| Q1 2023 | $3,713 | +18.4% | 125 | 0.0% | 0.00% | – |
| Q4 2022 | $3,135 | -60.8% | 125 | -58.3% | 0.00% | -100.0% |
| Q3 2022 | $8,000 | -46.7% | 300 | -45.0% | 0.00% | 0.0% |
| Q2 2022 | $15,000 | -42.3% | 545 | -15.5% | 0.00% | 0.0% |
| Q1 2022 | $26,000 | -88.8% | 645 | -85.7% | 0.00% | -88.9% |
| Q4 2021 | $233,000 | -10.7% | 4,495 | 0.0% | 0.01% | -10.0% |
| Q3 2021 | $261,000 | +3.2% | 4,495 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $253,000 | +10.0% | 4,495 | 0.0% | 0.01% | +66.7% |
| Q1 2021 | $230,000 | -29.7% | 4,495 | -35.3% | 0.01% | -53.8% |
| Q4 2020 | $327,000 | +165.9% | 6,945 | +137.4% | 0.01% | +116.7% |
| Q3 2020 | $123,000 | – | 2,925 | – | 0.01% | – |
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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% |