WISDOMTREE TR's ticker is and the CUSIP is 97717Y527. A total of 466 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $222,605,000 | +6.2% | 4,423,767 | +6.2% | 0.06% | +9.1% |
| Q2 2023 | $209,589,000 | -0.5% | 4,165,116 | -0.6% | 0.06% | -8.3% |
| Q1 2023 | $210,682,000 | +2.7% | 4,191,034 | +2.7% | 0.06% | +1.7% |
| Q4 2022 | $205,119,000 | +36.9% | 4,080,356 | +36.9% | 0.06% | +25.5% |
| Q3 2022 | $149,855,000 | +14.3% | 2,980,421 | +14.4% | 0.05% | +20.5% |
| Q2 2022 | $131,100,000 | +65.3% | 2,604,825 | +65.2% | 0.04% | +95.0% |
| Q1 2022 | $79,288,000 | – | 1,576,918 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Summit Trail Advisors, LLC | 20,509,745 | $1,032,050,382 | 37.96% |
| MOULTON WEALTH MANAGEMENT, INC | 392,611 | $19,783,430 | 29.13% |
| Lunt Capital Management, Inc. | 1,034,991 | $52,080,747 | 27.46% |
| STAPP WEALTH MANAGEMENT, PLLC | 275,779 | $13,877,199 | 26.72% |
| Cardinal Point Capital Management ULC | 1,801,268 | $90,639,783 | 23.71% |
| BIP Wealth, LLC | 4,477,215 | $225,293,477 | 20.71% |
| Titan Capital Management, LLC /TX | 294,665 | $14,827,543 | 19.97% |
| Sanchez Wealth Management Group | 964,487 | $48,532,986 | 19.58% |
| Mason & Associates Inc | 1,193,262 | $60,044,938 | 19.22% |
| Carmel Capital Partners, LLC | 799,364 | $40,224,003 | 18.05% |