WISDOMTREE TR's ticker is WCLD and the CUSIP is 97717Y691. A total of 119 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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $281,041 | -6.5% | 9,485 | 0.0% | 0.03% | -13.3% |
Q2 2023 | $300,675 | +6.7% | 9,485 | 0.0% | 0.03% | -3.2% |
Q1 2023 | $281,705 | -15.8% | 9,485 | -28.9% | 0.03% | -22.5% |
Q4 2022 | $334,718 | +4.6% | 13,346 | +11.3% | 0.04% | -2.4% |
Q3 2022 | $320,000 | -65.3% | 11,994 | -32.5% | 0.04% | -57.7% |
Q4 2021 | $922,000 | +68.2% | 17,777 | +87.0% | 0.10% | +44.8% |
Q3 2021 | $548,000 | +6.0% | 9,507 | +2.9% | 0.07% | -2.9% |
Q2 2021 | $517,000 | +58.1% | 9,243 | +36.3% | 0.07% | +38.0% |
Q1 2021 | $327,000 | – | 6,780 | – | 0.05% | – |
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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% |