WISDOMTREE TR's ticker is WCLD and the CUSIP is 97717Y691. A total of 163 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,248,967 | -6.5% | 42,152 | +0.0% | 0.00% | 0.0% |
| Q2 2023 | $1,336,201 | +29.3% | 42,151 | +21.1% | 0.00% | +100.0% |
| Q1 2023 | $1,033,604 | +178.2% | 34,801 | +134.9% | 0.00% | 0.0% |
| Q4 2022 | $371,533 | -42.0% | 14,814 | -38.3% | 0.00% | 0.0% |
| Q3 2022 | $641,000 | -20.9% | 24,016 | -16.9% | 0.00% | 0.0% |
| Q2 2022 | $810,000 | -68.1% | 28,896 | -53.5% | 0.00% | -66.7% |
| Q1 2022 | $2,541,000 | -22.7% | 62,153 | -2.0% | 0.00% | -25.0% |
| Q4 2021 | $3,289,000 | -17.8% | 63,428 | -8.7% | 0.00% | -33.3% |
| Q3 2021 | $4,001,000 | -2.1% | 69,435 | -5.0% | 0.01% | 0.0% |
| Q2 2021 | $4,086,000 | +13.8% | 73,094 | -1.9% | 0.01% | 0.0% |
| Q1 2021 | $3,589,000 | +161.0% | 74,528 | +190.5% | 0.01% | +200.0% |
| Q4 2020 | $1,375,000 | – | 25,654 | – | 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% |