WISDOMTREE TR's ticker is WCLD and the CUSIP is 97717Y691. A total of 125 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is 3.39 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,418,892 | -1.6% | 47,887 | +5.2% | 0.00% | – |
| Q2 2023 | $1,442,445 | +9.1% | 45,503 | +2.2% | 0.00% | – |
| Q1 2023 | $1,322,006 | +53.4% | 44,517 | +29.5% | 0.00% | – |
| Q4 2022 | $862,000 | -17.4% | 34,374 | -12.1% | 0.00% | – |
| Q3 2022 | $1,043,000 | -4.8% | 39,109 | -0.2% | 0.00% | – |
| Q2 2022 | $1,096,000 | -33.7% | 39,207 | -2.6% | 0.00% | – |
| Q1 2022 | $1,654,000 | -46.7% | 40,241 | -32.8% | 0.00% | -100.0% |
| Q4 2021 | $3,106,000 | -11.7% | 59,885 | -1.9% | 0.00% | 0.0% |
| Q3 2021 | $3,517,000 | -40.3% | 61,048 | -42.1% | 0.00% | -50.0% |
| Q2 2021 | $5,895,000 | +19.1% | 105,496 | +2.5% | 0.00% | 0.0% |
| Q1 2021 | $4,948,000 | +2.8% | 102,966 | +14.6% | 0.00% | 0.0% |
| Q4 2020 | $4,811,000 | +55.1% | 89,828 | +23.5% | 0.00% | +100.0% |
| Q3 2020 | $3,102,000 | – | 72,714 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Wealth Strategies, L.L.C. | 192,409 | $11,086,000 | 2.78% |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 75,517 | $4,742,000 | 2.12% |
| ALBION FINANCIAL GROUP /UT | 409,138 | $23,575,000 | 2.06% |
| NORTHSTAR ASSET MANAGEMENT Co LLC | 133,071 | $7,668,000 | 2.01% |
| Orca Investment Management, LLC | 39,431 | $2,272,000 | 1.99% |
| Clarity Wealth Advisors, LLC | 69,796 | $4,021,000 | 1.98% |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 385,098 | $22,189,000 | 1.59% |
| STRATEGIC WEALTH MANAGEMENT INC | 52,563 | $3,029,000 | 1.57% |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 143,639 | $8,276,000 | 1.51% |
| Joseph P. Lucia & Associates, LLC | 44,016 | $2,536,000 | 1.50% |