WISDOMTREE TR's ticker is WCLD and the CUSIP is 97717Y691. A total of 127 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is 2.68 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,053,518 | -8.4% | 65,005 | +0.9% | 0.72% | -19.0% |
| Q1 2024 | $2,242,280 | +50.0% | 64,396 | +50.6% | 0.89% | +31.5% |
| Q4 2023 | $1,494,927 | +23.5% | 42,773 | +4.7% | 0.68% | +8.3% |
| Q3 2023 | $1,210,425 | -3.1% | 40,851 | +3.7% | 0.63% | -0.3% |
| Q2 2023 | $1,248,927 | +6.7% | 39,398 | 0.0% | 0.63% | +6.8% |
| Q1 2023 | $1,170,130 | -2.3% | 39,398 | +70.5% | 0.59% | +176.5% |
| Q4 2021 | $1,198,000 | -10.0% | 23,103 | 0.0% | 0.21% | +54.3% |
| Q3 2021 | $1,331,000 | – | 23,103 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SFI Advisors, LLC | 67,005 | $2,937,000 | 2.59% |
| Private Wealth Strategies, L.L.C. | 197,710 | $10,253,000 | 2.36% |
| Bulltick Wealth Management, LLC | 221,083 | $11,465,364 | 2.27% |
| Clarity Wealth Advisors, LLC | 70,974 | $3,680,000 | 1.71% |
| Orca Investment Management, LLC | 39,431 | $2,045,000 | 1.68% |
| ALBION FINANCIAL GROUP /UT | 405,613 | $21,035,000 | 1.67% |
| NORTHSTAR ASSET MANAGEMENT Co LLC | 133,671 | $6,932,000 | 1.63% |
| STRATEGIC WEALTH MANAGEMENT INC | 57,563 | $2,985,000 | 1.48% |
| Joseph P. Lucia & Associates, LLC | 44,116 | $2,288,000 | 1.45% |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 385,098 | $19,971,000 | 1.31% |