WISDOMTREE TR's ticker is and the CUSIP is 97717Y527. A total of 148 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $31,781,130 | +2.2% | 631,580 | +2.2% | 0.36% | +0.3% |
| Q2 2023 | $31,096,294 | +81.6% | 617,971 | +81.4% | 0.36% | +69.0% |
| Q1 2023 | $17,124,288 | -2.9% | 340,646 | -2.9% | 0.21% | -10.6% |
| Q4 2022 | $17,643,973 | +14.9% | 350,984 | +14.9% | 0.24% | -0.4% |
| Q3 2022 | $15,361,000 | +10.6% | 305,508 | +10.7% | 0.24% | +12.9% |
| Q2 2022 | $13,884,000 | +1002.8% | 275,861 | +1004.1% | 0.21% | +1129.4% |
| Q1 2022 | $1,259,000 | – | 24,986 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Summit Trail Advisors, LLC | 20,509,745 | $1,032,050,382 | 37.96% |
| MOULTON WEALTH MANAGEMENT, INC | 392,611 | $19,783,430 | 29.13% |
| Lunt Capital Management, Inc. | 1,034,991 | $52,080,747 | 27.46% |
| STAPP WEALTH MANAGEMENT, PLLC | 275,779 | $13,877,199 | 26.72% |
| Cardinal Point Capital Management ULC | 1,801,268 | $90,639,783 | 23.71% |
| BIP Wealth, LLC | 4,477,215 | $225,293,477 | 20.71% |
| Titan Capital Management, LLC /TX | 294,665 | $14,827,543 | 19.97% |
| Sanchez Wealth Management Group | 964,487 | $48,532,986 | 19.58% |
| Mason & Associates Inc | 1,193,262 | $60,044,938 | 19.22% |
| Carmel Capital Partners, LLC | 799,364 | $40,224,003 | 18.05% |