WISDOMTREE TR's ticker is and the CUSIP is 97717Y527. A total of 466 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $120,101,097 | -11.6% | 2,386,747 | -11.6% | 0.06% | -8.3% |
Q2 2023 | $135,848,313 | +0.8% | 2,699,688 | +0.7% | 0.06% | -7.7% |
Q1 2023 | $134,713,324 | +21.6% | 2,679,796 | +21.6% | 0.06% | +14.0% |
Q4 2022 | $110,819,417 | +31.9% | 2,204,484 | +31.9% | 0.06% | +18.8% |
Q3 2022 | $84,026,000 | +13.4% | 1,671,161 | +13.5% | 0.05% | +17.1% |
Q2 2022 | $74,105,000 | +32.6% | 1,472,388 | +32.4% | 0.04% | +46.4% |
Q1 2022 | $55,907,000 | – | 1,111,909 | – | 0.03% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Financial Services Advisory Inc | 196,825 | $9,906,000 | 40.48% |
3EDGE Asset Management, LP | 10,357,545 | $521,295,000 | 38.89% |
Summit Trail Advisors, LLC | 7,931,880 | $399,212,000 | 24.68% |
New Perspectives, Inc | 401,803 | $20,222,735 | 16.47% |
Titan Capital Management, LLC /TX | 294,775 | $14,836,000 | 14.78% |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 672,351 | $33,839,000 | 13.89% |
Cardinal Point Wealth Management Partners, LLC | 560,375 | $28,204,000 | 13.52% |
Mason & Associates Inc | 694,193 | $34,939,000 | 12.27% |
Inspire Investing, LLC | 1,775,752 | $89,374,000 | 11.86% |
Knowledge Leaders Capital, LLC | 241,520 | $12,156,000 | 11.77% |