WISDOMTREE TR's ticker is and the CUSIP is 97717Y527. A total of 10 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,973,352 | -2.7% | 99,834 | -1.7% | 2.40% | -19.1% |
| Q2 2023 | $5,109,607 | -66.1% | 101,542 | -66.2% | 2.97% | -68.0% |
| Q1 2023 | $15,079,982 | +0.3% | 299,980 | +0.3% | 9.28% | -4.9% |
| Q4 2022 | $15,034,063 | -17.1% | 299,066 | -17.1% | 9.75% | -19.2% |
| Q3 2022 | $18,143,000 | -1.8% | 360,855 | -1.7% | 12.07% | +6.2% |
| Q2 2022 | $18,469,000 | – | 366,953 | – | 11.36% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Summit Trail Advisors, LLC | 19,575,035 | $985,015,769 | 37.17% |
| MOULTON WEALTH MANAGEMENT, INC | 371,735 | $18,705,692 | 33.10% |
| SYKON CAPITAL LLC | 778,869 | $39,192,688 | 27.04% |
| Lunt Capital Management, Inc. | 986,442 | $49,637,761 | 26.79% |
| Mason & Associates Inc | 1,549,739 | $77,982,846 | 23.01% |
| STAPP WEALTH MANAGEMENT, PLLC | 225,801 | $11,362,306 | 22.50% |
| BIP Wealth, LLC | 5,453,908 | $274,440,708 | 22.45% |
| Carmel Capital Partners, LLC | 740,113 | $37,242,466 | 19.19% |
| Cardinal Point Capital Management ULC | 1,248,979 | $62,848,579 | 18.92% |
| Sanchez Wealth Management Group | 839,185 | $42,227,742 | 17.10% |