WISDOMTREE TR's ticker is WCLD and the CUSIP is 97717Y691. A total of 3 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.0%.
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 ↓ |
|---|---|---|---|
| Private Wealth Strategies, L.L.C. | 183,782 | $10,272,000 | 2.65% |
| ALBION FINANCIAL GROUP /UT | 414,005 | $23,139,000 | 2.01% |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 70,702 | $4,058,000 | 1.99% |
| Orca Investment Management, LLC | 39,431 | $2,204,000 | 1.99% |
| NORTHSTAR ASSET MANAGEMENT Co LLC | 134,046 | $7,492,000 | 1.97% |
| Clarity Wealth Advisors, LLC | 66,942 | $3,741,000 | 1.94% |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 385,098 | $21,523,000 | 1.58% |
| Joseph P. Lucia & Associates, LLC | 44,231 | $2,472,000 | 1.48% |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 143,639 | $8,028,000 | 1.42% |
| STRATEGIC WEALTH MANAGEMENT INC | 46,902 | $2,621,000 | 1.41% |