WISDOMTREE TR's ticker is WCLD and the CUSIP is 97717Y691. A total of 117 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $408 | +72.2% | 12,861 | +60.9% | 0.00% | 0.0% |
| Q1 2023 | $237 | -99.9% | 7,992 | +2.7% | 0.00% | 0.0% |
| Q3 2022 | $207,000 | -1.9% | 7,779 | +3.3% | 0.00% | 0.0% |
| Q2 2022 | $211,000 | -47.0% | 7,527 | -22.6% | 0.00% | -33.3% |
| Q1 2022 | $398,000 | -26.6% | 9,723 | -6.9% | 0.00% | -25.0% |
| Q4 2021 | $542,000 | -48.1% | 10,444 | -42.4% | 0.00% | -50.0% |
| Q3 2021 | $1,044,000 | +8.0% | 18,124 | +4.8% | 0.01% | 0.0% |
| Q2 2021 | $967,000 | +14.2% | 17,299 | -1.6% | 0.01% | 0.0% |
| Q1 2021 | $847,000 | +38.4% | 17,587 | +53.9% | 0.01% | +14.3% |
| Q4 2020 | $612,000 | -27.2% | 11,426 | -41.9% | 0.01% | -36.4% |
| Q3 2020 | $841,000 | +74.1% | 19,676 | +58.7% | 0.01% | +83.3% |
| Q2 2020 | $483,000 | – | 12,401 | – | 0.01% | – |
Download | ||||||
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% |