WISDOMTREE TR's ticker is and the CUSIP is 97717Y527. A total of 284 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 2.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,778,746 | +384.2% | 35,356 | +384.1% | 0.02% | +350.0% |
| Q1 2024 | $367,341 | -4.4% | 7,304 | -4.5% | 0.00% | -20.0% |
| Q4 2023 | $384,251 | -16.0% | 7,648 | -15.9% | 0.01% | -28.6% |
| Q3 2023 | $457,447 | -15.8% | 9,091 | -15.8% | 0.01% | -12.5% |
| Q2 2023 | $543,358 | +1.8% | 10,798 | +1.7% | 0.01% | -20.0% |
| Q1 2023 | $533,582 | -1.2% | 10,614 | -1.2% | 0.01% | -23.1% |
| Q4 2022 | $539,807 | -9.0% | 10,738 | -8.9% | 0.01% | -27.8% |
| Q3 2022 | $593,000 | -11.8% | 11,786 | -11.7% | 0.02% | -10.0% |
| Q2 2022 | $672,000 | -2.9% | 13,344 | -3.0% | 0.02% | -13.0% |
| Q1 2022 | $692,000 | – | 13,759 | – | 0.02% | – |
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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% |