WISDOMTREE TR's ticker is WCLD and the CUSIP is 97717Y691. A total of 126 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is 0.53 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,080,316 | +10.2% | 373,956 | +17.9% | 0.00% | 0.0% |
| Q2 2023 | $10,050,454 | +6.3% | 317,049 | -0.4% | 0.00% | 0.0% |
| Q1 2023 | $9,451,691 | +145602.0% | 318,241 | +23.0% | 0.00% | 0.0% |
| Q4 2022 | $6,487 | -93.7% | 258,672 | +6624.0% | 0.00% | – |
| Q3 2022 | $103,000 | +3.0% | 3,847 | +8.1% | 0.00% | – |
| Q2 2022 | $100,000 | -29.6% | 3,558 | +2.6% | 0.00% | – |
| Q1 2022 | $142,000 | -96.4% | 3,468 | -95.4% | 0.00% | – |
| Q4 2021 | $3,939,000 | -48.4% | 75,955 | -44.4% | 0.00% | -100.0% |
| Q2 2021 | $7,638,000 | +10.6% | 136,654 | -4.7% | 0.00% | 0.0% |
| Q1 2021 | $6,907,000 | – | 143,424 | – | 0.00% | – |
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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% |