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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $546,213 | -15.3% | 18,391 | -29.0% | 0.13% | -43.4% |
| Q4 2022 | $644,655 | -36.7% | 25,921 | -32.1% | 0.23% | -43.5% |
| Q3 2022 | $1,018,000 | -15.6% | 38,187 | +3.0% | 0.40% | -2.2% |
| Q2 2022 | $1,206,000 | -24.0% | 37,089 | -4.4% | 0.41% | -13.9% |
| Q1 2022 | $1,586,000 | -20.3% | 38,797 | +1.2% | 0.48% | -19.1% |
| Q4 2021 | $1,989,000 | +27.4% | 38,344 | +56.7% | 0.59% | +26.0% |
| Q3 2021 | $1,561,000 | +113.3% | 24,470 | +92.7% | 0.47% | +102.6% |
| Q2 2021 | $732,000 | +144.0% | 12,696 | +116.9% | 0.23% | +142.1% |
| Q1 2021 | $300,000 | – | 5,854 | – | 0.10% | – |
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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% |