WISDOMTREE TR's ticker is WCLD and the CUSIP is 97717Y691. A total of 121 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is 0.14 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $19,629,141 | +103.8% | 662,475 | +118.0% | 0.00% | +100.0% |
| Q2 2023 | $9,631,538 | +31.2% | 303,834 | +22.9% | 0.00% | 0.0% |
| Q1 2023 | $7,342,909 | +18.2% | 247,236 | -0.1% | 0.00% | 0.0% |
| Q4 2022 | $6,209,883 | -27.5% | 247,603 | -23.0% | 0.00% | 0.0% |
| Q3 2022 | $8,570,000 | -14.5% | 321,358 | -10.2% | 0.00% | 0.0% |
| Q2 2022 | $10,029,000 | -40.9% | 357,776 | -13.8% | 0.00% | -50.0% |
| Q1 2022 | $16,981,000 | -35.0% | 415,280 | -17.6% | 0.00% | -33.3% |
| Q4 2021 | $26,142,000 | -15.5% | 504,092 | -6.1% | 0.00% | -25.0% |
| Q3 2021 | $30,934,000 | +7.8% | 536,853 | +4.6% | 0.00% | 0.0% |
| Q2 2021 | $28,685,000 | +9.6% | 513,233 | -5.5% | 0.00% | 0.0% |
| Q1 2021 | $26,169,000 | -3.9% | 543,367 | +6.9% | 0.00% | 0.0% |
| Q4 2020 | $27,231,000 | +76.8% | 508,233 | +41.0% | 0.00% | +33.3% |
| Q3 2020 | $15,402,000 | +205.4% | 360,442 | +178.4% | 0.00% | +200.0% |
| Q2 2020 | $5,044,000 | – | 129,477 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Wealth Strategies, L.L.C. | 183,782 | $10,272,000 | 2.65% |
| ALBION FINANCIAL GROUP /UT | 414,005 | $23,139,000 | 2.01% |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 70,702 | $4,058,000 | 1.99% |
| Orca Investment Management, LLC | 39,431 | $2,204,000 | 1.99% |
| NORTHSTAR ASSET MANAGEMENT Co LLC | 134,046 | $7,492,000 | 1.97% |
| Clarity Wealth Advisors, LLC | 66,942 | $3,741,000 | 1.94% |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 385,098 | $21,523,000 | 1.58% |
| Joseph P. Lucia & Associates, LLC | 44,231 | $2,472,000 | 1.48% |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 143,639 | $8,028,000 | 1.42% |
| STRATEGIC WEALTH MANAGEMENT INC | 46,902 | $2,621,000 | 1.41% |