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 | $393,498 | -32.3% | 7,819 | -32.4% | 0.00% | -66.7% |
Q2 2023 | $581,631 | +4.8% | 11,559 | +4.7% | 0.01% | 0.0% |
Q1 2023 | $554,747 | -52.8% | 11,035 | -55.8% | 0.01% | -10.0% |
Q4 2022 | $1,174,194 | -0.8% | 24,990 | +6.1% | 0.01% | -9.1% |
Q3 2022 | $1,183,896 | +86.6% | 23,544 | +86.8% | 0.01% | -21.4% |
Q2 2022 | $634,510 | – | 12,607 | – | 0.01% | – |
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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% |