WISDOMTREE TR's ticker is WCLD and the CUSIP is 97717Y691. A total of 109 filers reported holding WISDOMTREE TR in Q2 2024. The put-call ratio across all filers is 0.42 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $15,000 | -31.8% | 533 | 0.0% | 0.00% | -33.3% |
| Q1 2022 | $22,000 | +4.8% | 533 | +33.2% | 0.00% | +50.0% |
| Q4 2021 | $21,000 | -8.7% | 400 | 0.0% | 0.00% | -33.3% |
| Q3 2021 | $23,000 | +4.5% | 400 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $22,000 | +57.1% | 400 | +33.3% | 0.00% | +50.0% |
| Q1 2021 | $14,000 | +27.3% | 300 | +50.0% | 0.00% | 0.0% |
| Q4 2020 | $11,000 | – | 200 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bulltick Wealth Management, LLC | 223,830 | $12,509,859 | 2.89% |
| Private Wealth Strategies, L.L.C. | 183,782 | $10,272,000 | 2.65% |
| ALBION FINANCIAL GROUP /UT | 414,005 | $23,139,000 | 2.01% |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 70,702 | $4,058,000 | 1.99% |
| Orca Investment Management, LLC | 39,431 | $2,204,000 | 1.99% |
| NORTHSTAR ASSET MANAGEMENT Co LLC | 134,046 | $7,492,000 | 1.97% |
| Clarity Wealth Advisors, LLC | 66,942 | $3,741,000 | 1.94% |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 385,098 | $21,523,000 | 1.58% |
| Joseph P. Lucia & Associates, LLC | 44,231 | $2,472,000 | 1.48% |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 143,639 | $8,028,000 | 1.42% |