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 | $589,044 | -6.5% | 19,880 | 0.0% | 0.30% | -1.3% |
| Q2 2023 | $630,200 | +0.2% | 19,880 | -6.1% | 0.30% | -3.5% |
| Q1 2023 | $629,110 | +16.8% | 21,182 | -1.4% | 0.31% | +7.2% |
| Q4 2022 | $538,667 | -99.9% | 21,478 | +0.7% | 0.29% | -8.8% |
| Q3 2022 | $568,816,000 | -4.9% | 21,329 | -0.0% | 0.32% | +10.4% |
| Q2 2022 | $597,992,000 | +68477.1% | 21,334 | -0.1% | 0.29% | -26.7% |
| Q1 2022 | $872,000 | -48.6% | 21,349 | -34.7% | 0.39% | -44.0% |
| Q4 2021 | $1,695,000 | -9.1% | 32,686 | +1.0% | 0.70% | -14.5% |
| Q3 2021 | $1,864,000 | +5.0% | 32,353 | +1.8% | 0.82% | +6.1% |
| Q2 2021 | $1,776,000 | +678.9% | 31,785 | +570.7% | 0.77% | +573.0% |
| Q1 2021 | $228,000 | +111.1% | 4,739 | +99.1% | 0.12% | +88.5% |
| Q4 2020 | $108,000 | – | 2,380 | – | 0.06% | – |
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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% |