WISDOMTREE TR's ticker is WCLD and the CUSIP is 97717Y691. A total of 181 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is 0.21 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,174,860 | -22.5% | 39,651 | -17.1% | 0.00% | – |
Q2 2023 | $1,515,862 | +117.0% | 47,819 | +103.3% | 0.00% | – |
Q1 2023 | $698,692 | +26.2% | 23,525 | +6.6% | 0.00% | – |
Q4 2022 | $553,616 | +1.2% | 22,074 | +7.7% | 0.00% | – |
Q3 2022 | $547,000 | -15.7% | 20,500 | -11.4% | 0.00% | – |
Q2 2022 | $649,000 | -33.4% | 23,149 | -2.8% | 0.00% | – |
Q1 2022 | $974,000 | -5.0% | 23,817 | +20.4% | 0.00% | – |
Q4 2021 | $1,025,000 | -10.0% | 19,776 | +0.0% | 0.00% | – |
Q3 2021 | $1,139,000 | +55.2% | 19,775 | +50.6% | 0.00% | – |
Q2 2021 | $734,000 | +72.7% | 13,134 | +49.0% | 0.00% | – |
Q1 2021 | $425,000 | +823.9% | 8,813 | +928.4% | 0.00% | – |
Q4 2020 | $46,000 | -17.9% | 857 | -34.8% | 0.00% | – |
Q3 2020 | $56,000 | – | 1,315 | – | 0.00% | – |
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% |