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 | $387 | -20.9% | 13,049 | -15.4% | 0.08% | -23.6% |
| Q2 2023 | $489 | +8.4% | 15,430 | +1.5% | 0.11% | -5.4% |
| Q1 2023 | $451 | +18.7% | 15,202 | +0.2% | 0.11% | +12.0% |
| Q4 2022 | $380 | -99.9% | 15,170 | -5.4% | 0.10% | -16.0% |
| Q3 2022 | $428,000 | +0.5% | 16,033 | +5.6% | 0.12% | +8.2% |
| Q2 2022 | $426,000 | -47.1% | 15,189 | -2.3% | 0.11% | -41.2% |
| Q4 2021 | $806,000 | -9.0% | 15,540 | +1.1% | 0.19% | -18.3% |
| Q3 2021 | $886,000 | +3.6% | 15,376 | +0.5% | 0.23% | +1.8% |
| Q2 2021 | $855,000 | +20.1% | 15,297 | +3.4% | 0.22% | +18.4% |
| Q1 2021 | $712,000 | +13.9% | 14,794 | +26.9% | 0.19% | 0.0% |
| Q4 2020 | $625,000 | +34.7% | 11,662 | +7.4% | 0.19% | 0.0% |
| Q3 2020 | $464,000 | – | 10,855 | – | 0.19% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Edgehill Endowment Partners, LLC | 448,715 | $18,348,000 | 4.88% |
| SFI Advisors, LLC | 68,756 | $2,811,000 | 1.71% |
| Clarity Wealth Advisors, LLC | 69,944 | $2,860,000 | 1.36% |
| NORTHSTAR ASSET MANAGEMENT Co LLC | 125,305 | $5,124,000 | 1.31% |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 385,098 | $15,629,000 | 1.08% |
| Joseph P. Lucia & Associates, LLC | 42,839 | $1,752,000 | 1.07% |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 143,639 | $5,829,000 | 1.03% |
| Thrive Capital Management, LLC | 37,847 | $1,548,000 | 0.93% |
| Clearwater Capital Advisors, LLC | 195,407 | $7,990,000 | 0.92% |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 47,793 | $1,954,000 | 0.83% |