WISDOMTREE TR's ticker is WCLD and the CUSIP is 97717Y691. A total of 76 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,160,281 | -9.9% | 39,159 | -3.6% | 0.00% | – |
| Q2 2023 | $1,288,320 | -8.6% | 40,641 | -14.4% | 0.00% | – |
| Q1 2023 | $1,410,156 | -5.8% | 47,480 | -20.5% | 0.00% | – |
| Q4 2022 | $1,497,451 | +13.9% | 59,707 | +21.1% | 0.00% | – |
| Q3 2022 | $1,315,000 | -29.5% | 49,295 | -25.9% | 0.00% | – |
| Q2 2022 | $1,865,000 | -62.2% | 66,521 | -44.9% | 0.00% | – |
| Q1 2022 | $4,940,000 | -3.4% | 120,804 | +22.5% | 0.00% | – |
| Q4 2021 | $5,116,000 | -17.9% | 98,640 | -8.8% | 0.00% | -100.0% |
| Q3 2021 | $6,231,000 | +4.4% | 108,141 | +1.3% | 0.00% | 0.0% |
| Q2 2021 | $5,969,000 | +36.7% | 106,798 | +17.8% | 0.00% | – |
| Q1 2021 | $4,366,000 | +103.3% | 90,675 | +126.2% | 0.00% | – |
| Q4 2020 | $2,148,000 | +409.0% | 40,080 | +305.5% | 0.00% | – |
| Q3 2020 | $422,000 | +2121.1% | 9,885 | +1877.0% | 0.00% | – |
| Q2 2020 | $19,000 | – | 500 | – | 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% |