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 | $181,484 | -6.5% | 6,125 | 0.0% | 0.01% | -16.7% |
| Q2 2023 | $194,163 | +6.7% | 6,125 | 0.0% | 0.01% | -7.7% |
| Q1 2023 | $181,913 | +18.4% | 6,125 | 0.0% | 0.01% | +18.2% |
| Q4 2022 | $153,615 | -38.6% | 6,125 | 0.0% | 0.01% | -84.1% |
| Q1 2022 | $250,000 | -48.3% | 6,125 | -34.3% | 0.07% | -48.5% |
| Q4 2021 | $484,000 | +37.1% | 9,325 | +52.2% | 0.13% | +15.5% |
| Q3 2021 | $353,000 | +3.2% | 6,125 | 0.0% | 0.12% | +4.5% |
| Q2 2021 | $342,000 | +15.9% | 6,125 | 0.0% | 0.11% | -8.3% |
| Q1 2021 | $295,000 | – | 6,125 | – | 0.12% | – |
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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% |