WISDOMTREE TR's ticker is and the CUSIP is 97717Y527. A total of 148 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $258,115,018 | +32.2% | 5,129,472 | +32.2% | 0.99% | +28.2% |
| Q2 2023 | $195,214,283 | +0.2% | 3,879,457 | +0.1% | 0.77% | -10.2% |
| Q1 2023 | $194,743,890 | +75.0% | 3,873,958 | +75.0% | 0.86% | +52.9% |
| Q4 2022 | $111,308,567 | +35.1% | 2,214,215 | +35.1% | 0.56% | +16.7% |
| Q3 2022 | $82,405,000 | +704.3% | 1,638,930 | +705.1% | 0.48% | +627.3% |
| Q2 2022 | $10,246,000 | +170666.7% | 203,578 | +158945.3% | 0.07% | – |
| Q1 2022 | $6,000 | – | 128 | – | 0.00% | – |
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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% |