WISDOMTREE TR's ticker is and the CUSIP is 97717Y527. A total of 489 filers reported holding WISDOMTREE TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $5,300 | +26.6% | 105,355 | +26.6% | 0.37% | -14.9% |
| Q1 2024 | $4,187 | -82.4% | 83,249 | -82.5% | 0.44% | -84.9% |
| Q4 2023 | $23,845 | +1.7% | 474,615 | +1.8% | 2.88% | -2.7% |
| Q3 2023 | $23,449 | -99.9% | 466,003 | -13.3% | 2.96% | -15.7% |
| Q2 2023 | $27,039,703 | +1501.7% | 537,355 | +1500.1% | 3.50% | +1279.9% |
| Q1 2023 | $1,688,217 | +12.9% | 33,583 | +12.9% | 0.25% | +5.4% |
| Q4 2022 | $1,495,080 | – | 29,741 | – | 0.24% | – |
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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% |