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 | $95,856,536 | -15.2% | 1,904,939 | -15.2% | 0.17% | -12.6% |
Q2 2023 | $113,050,220 | +62.7% | 2,246,626 | +62.6% | 0.20% | +50.8% |
Q1 2023 | $69,471,826 | -23.6% | 1,381,974 | -23.6% | 0.13% | -27.9% |
Q4 2022 | $90,978,847 | +7.4% | 1,809,804 | +7.5% | 0.18% | -2.7% |
Q3 2022 | $84,672,000 | +149.7% | 1,684,019 | +150.0% | 0.19% | +154.1% |
Q2 2022 | $33,909,000 | +147.7% | 673,726 | +147.5% | 0.07% | +184.6% |
Q1 2022 | $13,688,000 | – | 272,241 | – | 0.03% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Summit Trail Advisors, LLC | 19,575,035 | $985,015,769 | 37.17% |
MOULTON WEALTH MANAGEMENT, INC | 371,735 | $18,705,692 | 33.10% |
SYKON CAPITAL LLC | 778,869 | $39,192,688 | 27.04% |
Lunt Capital Management, Inc. | 986,442 | $49,637,761 | 26.79% |
Mason & Associates Inc | 1,549,739 | $77,982,846 | 23.01% |
STAPP WEALTH MANAGEMENT, PLLC | 225,801 | $11,362,306 | 22.50% |
BIP Wealth, LLC | 5,453,908 | $274,440,708 | 22.45% |
Carmel Capital Partners, LLC | 740,113 | $37,242,466 | 19.19% |
Cardinal Point Capital Management ULC | 1,248,979 | $62,848,579 | 18.92% |
Sanchez Wealth Management Group | 839,185 | $42,227,742 | 17.10% |