WISDOMTREE TR's ticker is and the CUSIP is 97717Y527. A total of 436 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is 0.02 and the average weighting 1.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $11,018,320 | -0.9% | 219,009 | -0.9% | 0.08% | -20.2% |
Q1 2024 | $11,115,504 | -9.8% | 221,028 | -9.9% | 0.10% | -18.9% |
Q4 2023 | $12,321,980 | -61.2% | 245,262 | -61.2% | 0.12% | -65.7% |
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 ↓ |
---|---|---|---|
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% |