WISDOMTREE TR's ticker is WCLD and the CUSIP is 97717Y691. A total of 181 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is 0.21 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $439,000 | -10.4% | 8,463 | -0.5% | 0.03% | -20.6% |
| Q3 2021 | $490,000 | +11.1% | 8,504 | +7.8% | 0.03% | +3.0% |
| Q2 2021 | $441,000 | -68.4% | 7,889 | -72.8% | 0.03% | -75.4% |
| Q1 2021 | $1,397,000 | -19.2% | 29,005 | -10.1% | 0.13% | -25.1% |
| Q4 2020 | $1,728,000 | +57.1% | 32,259 | +25.3% | 0.18% | +32.6% |
| Q3 2020 | $1,100,000 | +17.1% | 25,749 | +6.8% | 0.14% | -12.3% |
| Q2 2020 | $939,000 | – | 24,112 | – | 0.15% | – |
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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% |