WISDOMTREE TR's ticker is WCLD and the CUSIP is 97717Y691. A total of 162 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is 0.21 and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,652,270 | -9.7% | 89,513 | +0.5% | 0.54% | -4.8% |
Q2 2023 | $2,936,044 | +15.4% | 89,052 | +4.0% | 0.56% | +6.8% |
Q1 2023 | $2,544,221 | +29.0% | 85,664 | +9.0% | 0.53% | +23.2% |
Q4 2022 | $1,971,739 | +9.1% | 78,618 | +16.0% | 0.43% | +5.2% |
Q3 2022 | $1,808,000 | -0.2% | 67,786 | +4.9% | 0.41% | +1.8% |
Q2 2022 | $1,811,000 | -14.0% | 64,595 | +25.3% | 0.40% | -2.7% |
Q1 2022 | $2,107,000 | -12.3% | 51,536 | +11.2% | 0.41% | -11.4% |
Q4 2021 | $2,403,000 | -8.4% | 46,330 | +1.7% | 0.46% | -12.1% |
Q3 2021 | $2,624,000 | +7.0% | 45,535 | +3.7% | 0.53% | +12.4% |
Q2 2021 | $2,453,000 | +119.6% | 43,896 | +89.2% | 0.47% | +101.3% |
Q1 2021 | $1,117,000 | +39.3% | 23,203 | +55.0% | 0.23% | +39.5% |
Q4 2020 | $802,000 | – | 14,969 | – | 0.17% | – |
Download |
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% |