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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,354,546 | -19.8% | 26,924 | -19.8% | 0.13% | -27.7% |
| Q1 2024 | $1,688,336 | -72.6% | 33,572 | -72.6% | 0.18% | -74.1% |
| Q4 2023 | $6,164,599 | +11.8% | 122,703 | +12.0% | 0.68% | -4.2% |
| Q3 2023 | $5,512,959 | +4.2% | 109,558 | +4.2% | 0.71% | +2.1% |
| Q2 2023 | $5,292,557 | -14.1% | 105,178 | -14.1% | 0.70% | -21.3% |
| Q1 2023 | $6,158,125 | +321.7% | 122,501 | +321.7% | 0.89% | +286.1% |
| Q4 2022 | $1,460,344 | +19.8% | 29,050 | +19.8% | 0.23% | +6.5% |
| Q3 2022 | $1,219,000 | +49.8% | 24,252 | +49.9% | 0.22% | +35.8% |
| Q2 2022 | $814,000 | – | 16,175 | – | 0.16% | – |
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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% |