WISDOMTREE TR's ticker is WCLD and the CUSIP is 97717Y691. A total of 162 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is 0.21 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $90 | -5.3% | 3,054 | +1.7% | 0.00% | 0.0% |
| Q2 2023 | $95 | +10.5% | 3,002 | +3.6% | 0.00% | 0.0% |
| Q1 2023 | $86 | +26.5% | 2,899 | +6.8% | 0.00% | 0.0% |
| Q4 2022 | $68 | -99.9% | 2,714 | -39.2% | 0.00% | -42.9% |
| Q3 2022 | $119,000 | -4.8% | 4,462 | 0.0% | 0.01% | +16.7% |
| Q2 2022 | $125,000 | -44.4% | 4,462 | -19.2% | 0.01% | -40.0% |
| Q1 2022 | $225,000 | -45.8% | 5,525 | -30.9% | 0.01% | -37.5% |
| Q4 2021 | $415,000 | +36.1% | 7,991 | +50.7% | 0.02% | +23.1% |
| Q3 2021 | $305,000 | +1.3% | 5,301 | -1.5% | 0.01% | 0.0% |
| Q2 2021 | $301,000 | -32.1% | 5,384 | -41.5% | 0.01% | -40.9% |
| Q1 2021 | $443,000 | -10.7% | 9,204 | -0.6% | 0.02% | -18.5% |
| Q4 2020 | $496,000 | +50.3% | 9,256 | +19.5% | 0.03% | +28.6% |
| Q3 2020 | $330,000 | – | 7,744 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Orca Investment Management, LLC | 41,499 | $2,224,000 | 2.33% |
| NORTHSTAR ASSET MANAGEMENT Co LLC | 139,885 | $7,495,000 | 2.13% |
| ALBION FINANCIAL GROUP /UT | 403,472 | $21,618,000 | 2.12% |
| Clarity Wealth Advisors, LLC | 61,165 | $3,277,000 | 1.99% |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 385,098 | $20,634,000 | 1.91% |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 52,556 | $2,864,000 | 1.87% |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 143,639 | $7,696,000 | 1.71% |
| Rollins Financial | 65,058 | $3,486,000 | 1.59% |
| STRATEGIC WEALTH MANAGEMENT INC | 48,278 | $2,587,000 | 1.59% |
| Joseph P. Lucia & Associates, LLC | 42,383 | $2,271,000 | 1.58% |