WISDOMTREE TR's ticker is WCLD and the CUSIP is 97717Y691. A total of 194 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is 8.06 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $21,897 | -21.4% | 739 | -15.9% | 0.02% | -18.2% |
| Q2 2023 | $27,865 | +6.7% | 879 | 0.0% | 0.02% | +4.8% |
| Q1 2023 | $26,107 | +18.4% | 879 | 0.0% | 0.02% | +10.5% |
| Q4 2022 | $22,045 | +5.0% | 879 | +10.6% | 0.02% | +11.8% |
| Q3 2022 | $21,000 | -4.5% | 795 | 0.0% | 0.02% | +6.2% |
| Q2 2022 | $22,000 | -40.5% | 795 | -13.3% | 0.02% | -36.0% |
| Q1 2022 | $37,000 | -88.1% | 917 | -84.7% | 0.02% | -87.5% |
| Q4 2021 | $310,000 | -13.9% | 5,975 | -4.4% | 0.20% | -21.3% |
| Q3 2021 | $360,000 | +53.8% | 6,249 | +49.6% | 0.25% | +52.1% |
| Q2 2021 | $234,000 | +24.5% | 4,178 | +7.0% | 0.17% | +13.6% |
| Q1 2021 | $188,000 | +193.8% | 3,903 | +225.2% | 0.15% | +172.2% |
| Q4 2020 | $64,000 | – | 1,200 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Orca Investment Management, LLC | 41,499 | $2,224,000 | 2.33% |
| NORTHSTAR ASSET MANAGEMENT Co LLC | 139,885 | $7,495,000 | 2.13% |
| ALBION FINANCIAL GROUP /UT | 403,472 | $21,618,000 | 2.12% |
| Clarity Wealth Advisors, LLC | 61,165 | $3,277,000 | 1.99% |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 385,098 | $20,634,000 | 1.91% |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 52,556 | $2,864,000 | 1.87% |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 143,639 | $7,696,000 | 1.71% |
| Rollins Financial | 65,058 | $3,486,000 | 1.59% |
| STRATEGIC WEALTH MANAGEMENT INC | 48,278 | $2,587,000 | 1.59% |
| Joseph P. Lucia & Associates, LLC | 42,383 | $2,271,000 | 1.58% |