CAPTRUST FINANCIAL ADVISORS - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is and the CUSIP is 97717Y527. A total of 261 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.7%.

Quarter-by-quarter ownership
CAPTRUST FINANCIAL ADVISORS ownership history of WISDOMTREE TR
ValueSharesWeighting
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$6,0001280.00%
Other shareholders
WISDOMTREE TR shareholders Q2 2022
NameSharesValueWeighting ↓
Financial Services Advisory Inc 196,825$9,906,00040.48%
3EDGE Asset Management, LP 10,357,545$521,295,00038.89%
Summit Trail Advisors, LLC 7,931,880$399,212,00024.68%
New Perspectives, Inc 401,803$20,222,73516.47%
Titan Capital Management, LLC /TX 294,775$14,836,00014.78%
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 672,351$33,839,00013.89%
Cardinal Point Wealth Management Partners, LLC 560,375$28,204,00013.52%
Mason & Associates Inc 694,193$34,939,00012.27%
Inspire Investing, LLC 1,775,752$89,374,00011.86%
Knowledge Leaders Capital, LLC 241,520$12,156,00011.77%
View complete list of WISDOMTREE TR shareholders