WISDOMTREE TR's ticker is WCLD and the CUSIP is 97717Y691. A total of 179 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is 0.47 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,758,896 | +18.7% | 59,362 | +26.9% | 0.27% | +70.1% |
| Q2 2023 | $1,482,355 | -24.8% | 46,762 | -29.5% | 0.16% | -31.4% |
| Q1 2023 | $1,970,951 | +18.4% | 66,362 | 0.0% | 0.23% | +5.0% |
| Q4 2022 | $1,664,359 | -6.0% | 66,362 | 0.0% | 0.22% | +3.8% |
| Q3 2022 | $1,770,000 | -4.8% | 66,362 | 0.0% | 0.21% | +8.8% |
| Q2 2022 | $1,860,000 | -37.4% | 66,362 | -8.7% | 0.19% | +53.2% |
| Q1 2022 | $2,971,000 | +86.9% | 72,662 | +137.0% | 0.13% | +162.5% |
| Q4 2021 | $1,590,000 | +46.8% | 30,662 | +63.1% | 0.05% | -67.3% |
| Q3 2021 | $1,083,000 | +87.4% | 18,800 | +56.7% | 0.15% | +90.9% |
| Q1 2021 | $578,000 | +81.8% | 12,000 | +102.1% | 0.08% | -56.7% |
| Q4 2020 | $318,000 | – | 5,939 | – | 0.18% | – |
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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% |