WISDOMTREE TR's ticker is and the CUSIP is 97717Y527. A total of 503 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $182,470,000 | -19.0% | 3,626,915 | -19.1% | 0.04% | -19.6% |
| Q1 2024 | $225,404,000 | +3.9% | 4,482,079 | +3.8% | 0.05% | 0.0% |
| Q4 2023 | $216,911,000 | -2.6% | 4,317,501 | -2.4% | 0.05% | -15.0% |
| 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 ↓ |
|---|---|---|---|
| Price Capital Management, Inc. | 225,000 | $11,315,250 | 100.00% |
| Summit Trail Advisors, LLC | 21,645,525 | $1,088,120,550 | 43.83% |
| MOULTON WEALTH MANAGEMENT, INC | 287,684 | $14,482,012 | 31.86% |
| Mason & Associates Inc | 1,509,023 | $75,858,586 | 23.20% |
| Freestone Capital Holdings, LLC | 8,995,657 | $452,211,675 | 20.03% |
| WEST CHESTER CAPITAL ADVISORS, INC | 163,247 | $8,206,426 | 18.86% |
| Retireful, LLC | 1,065,388 | $53,557,054 | 17.22% |
| Cardinal Point Capital Management ULC | 1,091,393 | $54,864,433 | 16.67% |
| Sanchez Wealth Management Group | 750,797 | $37,742,577 | 16.62% |
| Total Clarity Wealth Management, Inc. | 601,671 | $30,246,021 | 16.42% |