WISDOMTREE TR's ticker is WCLD and the CUSIP is 97717Y691. A total of 3 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.0%.
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 ↓ |
|---|---|---|---|
| Private Wealth Strategies, L.L.C. | 192,409 | $11,086,000 | 2.78% |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 75,517 | $4,742,000 | 2.12% |
| ALBION FINANCIAL GROUP /UT | 409,138 | $23,575,000 | 2.06% |
| NORTHSTAR ASSET MANAGEMENT Co LLC | 133,071 | $7,668,000 | 2.01% |
| Orca Investment Management, LLC | 39,431 | $2,272,000 | 1.99% |
| Clarity Wealth Advisors, LLC | 69,796 | $4,021,000 | 1.98% |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 385,098 | $22,189,000 | 1.59% |
| STRATEGIC WEALTH MANAGEMENT INC | 52,563 | $3,029,000 | 1.57% |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 143,639 | $8,276,000 | 1.51% |
| Joseph P. Lucia & Associates, LLC | 44,016 | $2,536,000 | 1.50% |