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 | $713,105 | -6.5% | 24,067 | 0.0% | 0.00% | – |
| Q2 2023 | $762,924 | +6.7% | 24,067 | 0.0% | 0.00% | – |
| Q1 2023 | $714,790 | +25.3% | 24,067 | +5.8% | 0.00% | – |
| Q4 2022 | $570,645 | -53.3% | 22,753 | -50.3% | 0.00% | -100.0% |
| Q3 2022 | $1,221,000 | -19.1% | 45,797 | -14.9% | 0.00% | 0.0% |
| Q2 2022 | $1,509,000 | -48.1% | 53,838 | -24.3% | 0.00% | 0.0% |
| Q1 2022 | $2,909,000 | -20.0% | 71,138 | +1.4% | 0.00% | 0.0% |
| Q4 2021 | $3,637,000 | -13.6% | 70,138 | -4.0% | 0.00% | -50.0% |
| Q3 2021 | $4,211,000 | +30.2% | 73,085 | +26.3% | 0.00% | +100.0% |
| Q2 2021 | $3,235,000 | +22.4% | 57,869 | +5.5% | 0.00% | 0.0% |
| Q1 2021 | $2,643,000 | +65.5% | 54,869 | +84.2% | 0.00% | 0.0% |
| Q4 2020 | $1,597,000 | +101.6% | 29,791 | +60.8% | 0.00% | – |
| Q3 2020 | $792,000 | – | 18,525 | – | 0.00% | – |
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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% |