WISDOMTREE TR's ticker is and the CUSIP is 97717Y527. A total of 386 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 2.1%.
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 ↓ |
|---|---|---|---|
| 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% |