WISDOMTREE TR's ticker is WCLD and the CUSIP is 97717Y691. A total of 123 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $9,964,434 | +40.0% | 315,430 | +54.3% | 0.00% | +100.0% |
| Q1 2024 | $7,116,372 | +16.0% | 204,376 | +16.5% | 0.00% | 0.0% |
| Q4 2023 | $6,132,607 | +65.4% | 175,468 | +40.3% | 0.00% | 0.0% |
| 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 | +78114.6% | 157,053 | -16.8% | 0.00% | 0.0% |
| Q3 2022 | $5,036 | -72.1% | 188,832 | -70.7% | 0.00% | -80.0% |
| Q2 2022 | $18,072 | -99.9% | 644,752 | +61.8% | 0.01% | +66.7% |
| 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SFI Advisors, LLC | 67,005 | $2,937,000 | 2.59% |
| Private Wealth Strategies, L.L.C. | 197,710 | $10,253,000 | 2.36% |
| Bulltick Wealth Management, LLC | 221,083 | $11,465,364 | 2.27% |
| Clarity Wealth Advisors, LLC | 70,974 | $3,680,000 | 1.71% |
| Orca Investment Management, LLC | 39,431 | $2,045,000 | 1.68% |
| ALBION FINANCIAL GROUP /UT | 405,613 | $21,035,000 | 1.67% |
| NORTHSTAR ASSET MANAGEMENT Co LLC | 133,671 | $6,932,000 | 1.63% |
| STRATEGIC WEALTH MANAGEMENT INC | 57,563 | $2,985,000 | 1.48% |
| Joseph P. Lucia & Associates, LLC | 44,116 | $2,288,000 | 1.45% |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 385,098 | $19,971,000 | 1.31% |