WISDOMTREE TR's ticker is WCLD and the CUSIP is 97717Y691. A total of 137 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is 5.17 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 ↓ |
|---|---|---|---|
| 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% |