WISDOMTREE TR's ticker is and the CUSIP is 97717Y527. A total of 262 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $9,527,453 | -10.5% | 189,375 | -10.5% | 1.43% | -12.3% |
| Q1 2024 | $10,643,888 | -3.6% | 211,650 | -3.7% | 1.63% | +9.8% |
| Q4 2023 | $11,046,347 | +64.3% | 219,872 | +64.6% | 1.48% | +1.5% |
| Q3 2023 | $6,722,007 | +105260.6% | 133,585 | +5.4% | 1.46% | +42.4% |
| Q2 2023 | $6,380 | -32.3% | 126,782 | -32.4% | 1.03% | -33.7% |
| Q1 2023 | $9,426 | +4.5% | 187,512 | +4.5% | 1.55% | -8.6% |
| Q4 2022 | $9,022 | -99.9% | 179,473 | +34.4% | 1.69% | +15.9% |
| Q3 2022 | $6,722,007 | +854.8% | 133,585 | +856.0% | 1.46% | +824.7% |
| Q2 2022 | $704,000 | – | 13,973 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kiely Wealth Advisory Group, Inc. | 1,660,840 | $83,606,673 | 46.07% |
| STAPP WEALTH MANAGEMENT, PLLC | 319,414 | $16,069,718 | 27.85% |
| Summit Trail Advisors, LLC | 20,290,437 | $1,020,811,900 | 26.83% |
| MOULTON WEALTH MANAGEMENT, INC | 472,077 | $23,787,960 | 21.56% |
| Stonekeep Investments, LLC | 526,254 | $26,475,839 | 21.47% |
| BIP Wealth, LLC | 5,178,972 | $260,554,169 | 21.34% |
| Lauer Wealth, LLC | 503,780 | $25,390,511 | 20.01% |
| Titan Manages, LLC | 246,142 | $12,383,404 | 19.45% |
| Cassia Capital Partners, LLC | 555,011 | $27,922,624 | 18.41% |
| Lunt Capital Management, Inc. | 716,577 | $36,050,989 | 17.77% |