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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $196,892 | -10.6% | 6,645 | -4.3% | 0.08% | -12.4% |
| Q2 2023 | $220,158 | +6.7% | 6,945 | 0.0% | 0.10% | -3.0% |
| Q1 2023 | $206,268 | +31.5% | 6,945 | +11.1% | 0.10% | +20.5% |
| Q4 2022 | $156,825 | -6.1% | 6,253 | 0.0% | 0.08% | -5.7% |
| Q3 2022 | $167,000 | -4.6% | 6,253 | 0.0% | 0.09% | +2.3% |
| Q2 2022 | $175,000 | -28.0% | 6,253 | +5.0% | 0.09% | -14.0% |
| Q1 2022 | $243,000 | -12.9% | 5,953 | +10.7% | 0.10% | -12.3% |
| Q4 2021 | $279,000 | +4.5% | 5,380 | +16.2% | 0.11% | -7.3% |
| Q3 2021 | $267,000 | +9.4% | 4,630 | +6.0% | 0.12% | -4.7% |
| Q2 2021 | $244,000 | -11.6% | 4,366 | -24.0% | 0.13% | -20.9% |
| Q1 2021 | $276,000 | -2.1% | 5,743 | +8.9% | 0.16% | -16.0% |
| Q4 2020 | $282,000 | – | 5,272 | – | 0.19% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Wealth Strategies, L.L.C. | 192,409 | $11,086,000 | 2.78% |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 75,517 | $4,742,000 | 2.12% |
| ALBION FINANCIAL GROUP /UT | 409,138 | $23,575,000 | 2.06% |
| NORTHSTAR ASSET MANAGEMENT Co LLC | 133,071 | $7,668,000 | 2.01% |
| Orca Investment Management, LLC | 39,431 | $2,272,000 | 1.99% |
| Clarity Wealth Advisors, LLC | 69,796 | $4,021,000 | 1.98% |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 385,098 | $22,189,000 | 1.59% |
| STRATEGIC WEALTH MANAGEMENT INC | 52,563 | $3,029,000 | 1.57% |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 143,639 | $8,276,000 | 1.51% |
| Joseph P. Lucia & Associates, LLC | 44,016 | $2,536,000 | 1.50% |