WISDOMTREE TR's ticker is WCLD and the CUSIP is 97717Y691. A total of 121 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is 0.14 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 ↓ |
|---|---|---|---|
| Edgehill Endowment Partners, LLC | 448,715 | $18,348,000 | 4.88% |
| SFI Advisors, LLC | 68,756 | $2,811,000 | 1.71% |
| Clarity Wealth Advisors, LLC | 69,944 | $2,860,000 | 1.36% |
| NORTHSTAR ASSET MANAGEMENT Co LLC | 125,305 | $5,124,000 | 1.31% |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 385,098 | $15,629,000 | 1.08% |
| Joseph P. Lucia & Associates, LLC | 42,839 | $1,752,000 | 1.07% |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 143,639 | $5,829,000 | 1.03% |
| Thrive Capital Management, LLC | 37,847 | $1,548,000 | 0.93% |
| Clearwater Capital Advisors, LLC | 195,407 | $7,990,000 | 0.92% |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 47,793 | $1,954,000 | 0.83% |