WISDOMTREE TR's ticker is and the CUSIP is 97717Y527. A total of 284 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 2.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $284,911 | -0.3% | 5,671 | -0.1% | 0.02% | -11.1% |
Q3 2023 | $285,717 | -55.6% | 5,678 | -55.6% | 0.03% | -53.4% |
Q2 2023 | $643,794 | -47.3% | 12,794 | -47.3% | 0.06% | -50.4% |
Q1 2023 | $1,221,259 | -3.3% | 24,294 | -3.3% | 0.12% | -8.6% |
Q4 2022 | $1,263,587 | -1.3% | 25,136 | -1.3% | 0.13% | -10.5% |
Q3 2022 | $1,280,000 | – | 25,467 | – | 0.14% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Kiely Wealth Advisory Group, Inc. | 1,660,840 | $83,606,673 | 46.07% |
STAPP WEALTH MANAGEMENT, PLLC | 319,414 | $16,069,718 | 27.85% |
Summit Trail Advisors, LLC | 20,290,437 | $1,020,811,900 | 26.83% |
MOULTON WEALTH MANAGEMENT, INC | 472,077 | $23,787,960 | 21.56% |
Stonekeep Investments, LLC | 526,254 | $26,475,839 | 21.47% |
BIP Wealth, LLC | 5,178,972 | $260,554,169 | 21.34% |
Lauer Wealth, LLC | 503,780 | $25,390,511 | 20.01% |
Titan Manages, LLC | 246,142 | $12,383,404 | 19.45% |
Cassia Capital Partners, LLC | 555,011 | $27,922,624 | 18.41% |
Lunt Capital Management, Inc. | 716,577 | $36,050,989 | 17.77% |