WISDOMTREE TR's ticker is WCLD and the CUSIP is 97717Y691. A total of 162 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is 0.21 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,158,592 | -8.7% | 39,102 | -2.3% | 1.13% | -6.0% |
| Q2 2023 | $1,268,317 | +4.3% | 40,010 | -2.3% | 1.20% | -1.4% |
| Q1 2023 | $1,216,393 | -11.7% | 40,956 | -25.5% | 1.22% | -18.4% |
| Q4 2022 | $1,377,845 | -26.3% | 54,938 | -21.6% | 1.50% | -31.1% |
| Q3 2022 | $1,869,000 | -4.1% | 70,088 | +0.8% | 2.17% | +0.5% |
| Q2 2022 | $1,949,000 | -30.7% | 69,537 | +1.1% | 2.16% | +26.1% |
| Q1 2022 | $2,811,000 | -4.3% | 68,756 | +2.6% | 1.71% | -34.0% |
| Q4 2021 | $2,937,000 | – | 67,005 | – | 2.59% | – |
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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% |