WISDOMTREE TR's ticker is WCLD and the CUSIP is 97717Y691. A total of 121 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is 0.14 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Edgehill Endowment Partners, LLC | 448,715 | $18,348,000 | 4.88% |
| SFI Advisors, LLC | 68,756 | $2,811,000 | 1.71% |
| Clarity Wealth Advisors, LLC | 69,944 | $2,860,000 | 1.36% |
| NORTHSTAR ASSET MANAGEMENT Co LLC | 125,305 | $5,124,000 | 1.31% |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 385,098 | $15,629,000 | 1.08% |
| Joseph P. Lucia & Associates, LLC | 42,839 | $1,752,000 | 1.07% |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 143,639 | $5,829,000 | 1.03% |
| Thrive Capital Management, LLC | 37,847 | $1,548,000 | 0.93% |
| Clearwater Capital Advisors, LLC | 195,407 | $7,990,000 | 0.92% |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 47,793 | $1,954,000 | 0.83% |