WISDOMTREE TR's ticker is and the CUSIP is 97717Y527. A total of 345 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 2.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $31,917,710 | +22.5% | 634,421 | +22.5% | 0.01% | +20.0% |
| Q1 2024 | $26,047,028 | -6.8% | 517,937 | -6.9% | 0.01% | -16.7% |
| Q4 2023 | $27,956,268 | -4.8% | 556,454 | -4.6% | 0.01% | 0.0% |
| Q3 2023 | $29,356,873 | +5.2% | 583,404 | +5.2% | 0.01% | 0.0% |
| Q2 2023 | $27,909,586 | -20.3% | 554,642 | -20.4% | 0.01% | -25.0% |
| Q1 2023 | $35,023,846 | -4.7% | 696,715 | -4.7% | 0.01% | 0.0% |
| Q4 2022 | $36,737,497 | -14.9% | 730,804 | -14.9% | 0.01% | -20.0% |
| Q3 2022 | $43,154,000 | +5.9% | 858,265 | +6.1% | 0.01% | +11.1% |
| Q2 2022 | $40,733,000 | +15.4% | 809,300 | +15.3% | 0.01% | +28.6% |
| Q1 2022 | $35,293,000 | – | 701,953 | – | 0.01% | – |
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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% |