WISDOMTREE TR's ticker is and the CUSIP is 97717Y527. A total of 379 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 2.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
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 ↓ |
---|---|---|---|
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% |