WISDOMTREE TR's ticker is WCLD and the CUSIP is 97717Y691. A total of 177 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is 0.39 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $21,274 | -6.5% | 718 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $22,761 | -5.4% | 718 | -11.4% | 0.01% | -15.4% |
| Q1 2023 | $24,057 | -29.1% | 810 | -40.1% | 0.01% | -35.0% |
| Q4 2022 | $33,933 | -5.7% | 1,353 | 0.0% | 0.02% | -4.8% |
| Q3 2022 | $36,000 | +12.5% | 1,353 | +17.7% | 0.02% | +5.0% |
| Q2 2022 | $32,000 | -22.0% | 1,150 | +15.1% | 0.02% | 0.0% |
| Q1 2022 | $41,000 | +10.8% | 999 | +40.5% | 0.02% | +17.6% |
| Q4 2021 | $37,000 | -9.8% | 711 | 0.0% | 0.02% | -34.6% |
| Q3 2021 | $41,000 | +10.8% | 711 | +6.8% | 0.03% | +13.0% |
| Q2 2021 | $37,000 | +117.6% | 666 | +83.5% | 0.02% | +76.9% |
| Q1 2021 | $17,000 | – | 363 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Wealth Strategies, L.L.C. | 183,782 | $10,272,000 | 2.65% |
| ALBION FINANCIAL GROUP /UT | 414,005 | $23,139,000 | 2.01% |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 70,702 | $4,058,000 | 1.99% |
| Orca Investment Management, LLC | 39,431 | $2,204,000 | 1.99% |
| NORTHSTAR ASSET MANAGEMENT Co LLC | 134,046 | $7,492,000 | 1.97% |
| Clarity Wealth Advisors, LLC | 66,942 | $3,741,000 | 1.94% |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 385,098 | $21,523,000 | 1.58% |
| Joseph P. Lucia & Associates, LLC | 44,231 | $2,472,000 | 1.48% |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 143,639 | $8,028,000 | 1.42% |
| STRATEGIC WEALTH MANAGEMENT INC | 46,902 | $2,621,000 | 1.41% |