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 | $2,322 | -12.1% | 78,358 | -6.0% | 0.01% | 0.0% |
| Q2 2023 | $2,643 | +7.0% | 83,363 | +0.2% | 0.01% | 0.0% |
| Q1 2023 | $2,471 | +25.6% | 83,227 | +6.1% | 0.01% | 0.0% |
| Q4 2022 | $1,968 | -99.9% | 78,471 | -9.9% | 0.01% | -16.7% |
| Q3 2022 | $2,323,000 | -22.0% | 87,117 | -18.0% | 0.01% | -25.0% |
| Q2 2022 | $2,977,000 | -45.6% | 106,222 | -20.6% | 0.01% | -38.5% |
| Q1 2022 | $5,468,000 | -22.4% | 133,733 | -1.6% | 0.01% | -18.8% |
| Q4 2021 | $7,049,000 | -7.7% | 135,937 | +2.6% | 0.02% | -15.8% |
| Q3 2021 | $7,636,000 | +3.9% | 132,536 | +0.8% | 0.02% | 0.0% |
| Q2 2021 | $7,348,000 | +22.0% | 131,487 | +5.1% | 0.02% | +11.8% |
| Q1 2021 | $6,022,000 | -0.1% | 125,059 | +11.1% | 0.02% | -5.6% |
| Q4 2020 | $6,031,000 | +103.7% | 112,571 | +62.4% | 0.02% | +80.0% |
| Q3 2020 | $2,961,000 | +148.4% | 69,317 | +126.4% | 0.01% | +150.0% |
| Q2 2020 | $1,192,000 | – | 30,621 | – | 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% |