WISDOMTREE TR's ticker is WCLD and the CUSIP is 97717Y691. A total of 123 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is 0.21 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $71 | -9.0% | 2,044 | -8.9% | 0.00% | 0.0% |
| Q4 2023 | $78 | -13.3% | 2,244 | -26.5% | 0.00% | -25.0% |
| 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 ↓ |
|---|---|---|---|
| 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% |