WISDOMTREE TR's ticker is WCLD and the CUSIP is 97717Y691. A total of 127 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is 0.40 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,707,009 | -28.6% | 125,110 | -23.7% | 0.00% | 0.0% |
| Q2 2023 | $5,194,996 | -19.8% | 163,880 | -24.8% | 0.00% | 0.0% |
| Q1 2023 | $6,474,452 | +64.4% | 217,995 | +38.8% | 0.00% | 0.0% |
| Q4 2022 | $3,938,889 | -21.8% | 157,053 | -16.8% | 0.00% | 0.0% |
| Q3 2022 | $5,036,000 | -72.1% | 188,832 | -70.7% | 0.00% | -75.0% |
| Q2 2022 | $18,072,000 | +10.9% | 644,752 | +61.8% | 0.00% | +33.3% |
| Q1 2022 | $16,296,000 | +141.2% | 398,534 | +206.0% | 0.00% | +200.0% |
| Q4 2021 | $6,755,000 | +3.6% | 130,245 | +15.1% | 0.00% | 0.0% |
| Q3 2021 | $6,523,000 | -30.8% | 113,200 | -32.9% | 0.00% | -50.0% |
| Q2 2021 | $9,430,000 | +73.0% | 168,721 | +49.0% | 0.00% | +100.0% |
| Q1 2021 | $5,452,000 | +1062.5% | 113,200 | +1192.2% | 0.00% | – |
| Q4 2020 | $469,000 | – | 8,760 | – | 0.00% | – |
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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% |