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 | $42,360 | -88.6% | 1,366 | -88.0% | 0.00% | – |
| Q2 2023 | $370,077 | +0.1% | 11,366 | -22.9% | 0.00% | – |
| Q4 2022 | $369,553 | -14.8% | 14,735 | -3.0% | 0.00% | – |
| Q3 2022 | $434,000 | -4.4% | 15,185 | -2.3% | 0.00% | – |
| Q2 2022 | $454,000 | -45.5% | 15,540 | -20.3% | 0.00% | – |
| Q1 2022 | $833,000 | -2.9% | 19,488 | +21.4% | 0.00% | – |
| Q4 2021 | $858,000 | -12.5% | 16,056 | -0.3% | 0.00% | – |
| Q3 2021 | $981,000 | +2.7% | 16,097 | -3.8% | 0.00% | – |
| Q2 2021 | $955,000 | +238.7% | 16,730 | +201.8% | 0.00% | – |
| Q1 2021 | $282,000 | +62.1% | 5,543 | +73.3% | 0.00% | – |
| Q4 2020 | $174,000 | +690.9% | 3,199 | +527.3% | 0.00% | – |
| Q3 2020 | $22,000 | – | 510 | – | 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% |