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 | $24,501 | -51.3% | 487 | -51.3% | 0.01% | -50.0% |
| Q1 2024 | $50,290 | -80.7% | 1,000 | -80.7% | 0.02% | -81.2% |
| Q4 2023 | $260,394 | -91.6% | 5,183 | -91.6% | 0.10% | -92.0% |
| Q3 2023 | $3,094,328 | +308.6% | 61,493 | +308.6% | 1.20% | +295.7% |
| Q2 2023 | $757,316 | -95.7% | 15,050 | -95.7% | 0.30% | -95.7% |
| Q1 2023 | $17,452,588 | +125.1% | 347,177 | +125.1% | 7.06% | +122.3% |
| Q4 2022 | $7,754,248 | -77.1% | 154,252 | -77.1% | 3.18% | -78.0% |
| Q3 2022 | $33,914,000 | +238.3% | 674,504 | +238.7% | 14.46% | +248.4% |
| Q2 2022 | $10,024,000 | – | 199,158 | – | 4.15% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kiely Wealth Advisory Group, Inc. | 1,630,973 | $81,910,413 | 47.37% |
| Summit Trail Advisors, LLC | 20,502,859 | $1,030,063,630 | 34.08% |
| STAPP WEALTH MANAGEMENT, PLLC | 323,127 | $16,233,900 | 27.26% |
| MOULTON WEALTH MANAGEMENT, INC | 403,186 | $20,282,277 | 26.05% |
| Lunt Capital Management, Inc. | 950,841 | $47,770,252 | 24.73% |
| BIP Wealth, LLC | 5,696,462 | $286,190,333 | 22.52% |
| Titan Manages, LLC | 284,214 | $14,278,911 | 19.89% |
| Cardinal Point Capital Management ULC | 1,466,280 | $73,665,887 | 17.82% |
| Mason & Associates Inc | 1,080,244 | $54,271,474 | 15.95% |
| Team Financial Group, LLC | 410,611 | $20,629,076 | 14.80% |