PRIVATE TRUST CO NA - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is and the CUSIP is 97717Y527. A total of 341 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 2.5%.

Quarter-by-quarter ownership
PRIVATE TRUST CO NA ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$1,400,425
+10.4%
27,830
+10.4%
0.18%
+15.6%
Q2 2023$1,267,993
-1.3%
25,199
-1.4%
0.16%
-8.6%
Q1 2023$1,285,243
+129200.1%
25,567
+29.3%
0.18%
+19.0%
Q4 2022$994
-99.9%
19,779
+32.0%
0.15%
+25.6%
Q2 2022$754,00014,9790.12%
Other shareholders
WISDOMTREE TR shareholders Q4 2022
NameSharesValueWeighting ↓
Summit Trail Advisors, LLC 20,509,745$1,032,050,38237.96%
MOULTON WEALTH MANAGEMENT, INC 392,611$19,783,43029.13%
Lunt Capital Management, Inc. 1,034,991$52,080,74727.46%
STAPP WEALTH MANAGEMENT, PLLC 275,779$13,877,19926.72%
Cardinal Point Capital Management ULC 1,801,268$90,639,78323.71%
BIP Wealth, LLC 4,477,215$225,293,47720.71%
Titan Capital Management, LLC /TX 294,665$14,827,54319.97%
Sanchez Wealth Management Group 964,487$48,532,98619.58%
Mason & Associates Inc 1,193,262$60,044,93819.22%
Carmel Capital Partners, LLC 799,364$40,224,00318.05%
View complete list of WISDOMTREE TR shareholders