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 | $33,426,971 | -5.4% | 664,420 | -5.4% | 3.66% | -7.2% |
| Q1 2024 | $35,327,870 | +8.9% | 702,483 | +8.8% | 3.95% | -0.6% |
| Q4 2023 | $32,433,135 | -5.5% | 645,564 | -5.3% | 3.97% | -14.4% |
| Q3 2023 | $34,307,824 | -3.6% | 681,793 | -3.6% | 4.64% | +1.0% |
| Q2 2023 | $35,572,416 | +72.3% | 706,924 | +72.1% | 4.60% | +70.8% |
| Q1 2023 | $20,645,788 | +90499.4% | 410,698 | -9.4% | 2.69% | -12.6% |
| Q4 2022 | $22,788 | -99.9% | 453,307 | +11.6% | 3.08% | +4.1% |
| Q3 2022 | $20,426,000 | +18.7% | 406,247 | +18.8% | 2.96% | +26.0% |
| Q2 2022 | $17,212,000 | – | 341,989 | – | 2.35% | – |
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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% |