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 | $147,143 | -22.5% | 4,966 | -17.1% | 0.01% | -22.2% |
| Q2 2023 | $189,820 | -5.7% | 5,988 | -11.7% | 0.01% | -18.2% |
| Q1 2023 | $201,366 | +18.4% | 6,780 | 0.0% | 0.01% | +10.0% |
| Q4 2022 | $170,042 | -19.4% | 6,780 | -10.0% | 0.01% | -28.6% |
| Q3 2022 | $211,000 | 0.0% | 7,535 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $211,000 | -50.6% | 7,535 | -8.6% | 0.01% | -44.0% |
| Q4 2021 | $427,000 | -27.6% | 8,243 | -19.5% | 0.02% | +31.6% |
| Q3 2021 | $590,000 | +10.3% | 10,241 | +6.9% | 0.02% | +11.8% |
| Q2 2021 | $535,000 | +13.6% | 9,576 | -2.0% | 0.02% | 0.0% |
| Q1 2021 | $471,000 | – | 9,774 | – | 0.02% | – |
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% |