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 2022 | $10 | -100.0% | 407 | -76.8% | 0.00% | -77.8% |
| Q3 2022 | $47,000 | -4.1% | 1,757 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $49,000 | -31.9% | 1,757 | 0.0% | 0.01% | -18.2% |
| Q1 2022 | $72,000 | -20.9% | 1,757 | 0.0% | 0.01% | -21.4% |
| Q4 2021 | $91,000 | -17.3% | 1,757 | 0.0% | 0.01% | -22.2% |
| Q3 2021 | $110,000 | +12.2% | 1,757 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $98,000 | +15.3% | 1,757 | 0.0% | 0.02% | +12.5% |
| Q1 2021 | $85,000 | – | 1,757 | – | 0.02% | – |
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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% |