WISDOMTREE TR's ticker is WCLD and the CUSIP is 97717Y691. A total of 119 filers reported holding WISDOMTREE TR in Q2 2023. 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 | $1,418,892 | -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% | – |
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% |