WISDOMTREE TR's ticker is WCLD and the CUSIP is 97717Y691. A total of 137 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is 5.17 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $112,594 | -6.5% | 3,800 | 0.0% | 0.00% | – |
| Q2 2023 | $120,460 | -38.5% | 3,800 | -42.4% | 0.00% | – |
| Q1 2023 | $196,020 | -7.0% | 6,600 | -21.4% | 0.00% | – |
| Q4 2022 | $210,672 | -64.0% | 8,400 | -61.7% | 0.00% | -100.0% |
| Q3 2022 | $585,000 | -88.7% | 21,920 | -88.1% | 0.00% | -80.0% |
| Q2 2022 | $5,180,000 | -33.2% | 184,790 | -2.5% | 0.01% | -28.6% |
| Q1 2022 | $7,754,000 | -22.7% | 189,601 | -1.9% | 0.01% | -12.5% |
| Q4 2021 | $10,025,000 | -9.9% | 193,315 | +0.1% | 0.01% | -20.0% |
| Q3 2021 | $11,128,000 | +1.2% | 193,115 | -1.9% | 0.01% | 0.0% |
| Q2 2021 | $10,998,000 | +15.6% | 196,774 | -0.4% | 0.01% | +11.1% |
| Q1 2021 | $9,511,000 | -10.4% | 197,488 | -0.3% | 0.01% | -18.2% |
| Q4 2020 | $10,616,000 | +24.2% | 198,151 | -0.9% | 0.01% | 0.0% |
| Q3 2020 | $8,546,000 | +13.4% | 199,994 | +3.4% | 0.01% | +10.0% |
| Q2 2020 | $7,537,000 | – | 193,470 | – | 0.01% | – |
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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% |