WISDOMTREE TR's ticker is WCLD and the CUSIP is 97717Y691. A total of 181 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is 0.21 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,527,012 | +16.6% | 51,536 | +24.8% | 0.85% | +13.4% |
| Q2 2023 | $1,309,432 | +4.9% | 41,307 | -5.6% | 0.75% | -5.2% |
| Q1 2023 | $1,248,245 | +25.5% | 43,752 | +10.3% | 0.79% | +21.2% |
| Q4 2022 | $994,698 | -1.3% | 39,661 | +4.9% | 0.65% | -4.7% |
| Q3 2022 | $1,008,000 | -7.9% | 37,791 | -3.2% | 0.68% | -9.9% |
| Q2 2022 | $1,094,000 | -29.3% | 39,036 | +3.1% | 0.76% | -19.0% |
| Q1 2022 | $1,548,000 | +22.9% | 37,847 | +55.8% | 0.93% | +13.8% |
| Q4 2021 | $1,260,000 | +52.2% | 24,298 | +69.0% | 0.82% | +34.2% |
| Q3 2021 | $828,000 | -1.0% | 14,375 | -3.9% | 0.61% | -5.8% |
| Q2 2021 | $836,000 | +94.0% | 14,953 | +67.0% | 0.65% | +61.3% |
| Q1 2021 | $431,000 | +46.6% | 8,952 | +63.3% | 0.40% | +28.8% |
| Q4 2020 | $294,000 | – | 5,483 | – | 0.31% | – |
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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% |