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 | $884,278 | -8.9% | 29,844 | -2.5% | 0.62% | -4.9% |
| Q2 2023 | $970,305 | -5.1% | 30,609 | -11.1% | 0.65% | -8.7% |
| Q1 2023 | $1,022,838 | +12.5% | 34,439 | -5.0% | 0.71% | +4.6% |
| Q4 2022 | $908,874 | -14.9% | 36,239 | -9.5% | 0.68% | -18.8% |
| Q3 2022 | $1,068,000 | -5.7% | 40,049 | -0.9% | 0.84% | +5.0% |
| Q2 2022 | $1,132,000 | -35.4% | 40,399 | -5.7% | 0.80% | -25.0% |
| Q1 2022 | $1,752,000 | -23.4% | 42,839 | -2.9% | 1.07% | -26.7% |
| Q4 2021 | $2,288,000 | -9.8% | 44,116 | +0.2% | 1.45% | -3.3% |
| Q3 2021 | $2,536,000 | +2.6% | 44,016 | -0.5% | 1.50% | +1.8% |
| Q2 2021 | $2,472,000 | +18.4% | 44,231 | +2.1% | 1.48% | +58.6% |
| Q1 2021 | $2,087,000 | -8.1% | 43,341 | +2.3% | 0.93% | -41.3% |
| Q4 2020 | $2,271,000 | +515.4% | 42,383 | +391.1% | 1.58% | +360.8% |
| Q3 2020 | $369,000 | – | 8,630 | – | 0.34% | – |
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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% |