WISDOMTREE TR's ticker is and the CUSIP is 97717Y527. A total of 427 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is 0.02 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,515,003 | +3.6% | 69,853 | +3.6% | 0.06% | +14.8% |
| Q2 2023 | $3,393,681 | -5.3% | 67,442 | -5.4% | 0.05% | -15.6% |
| Q1 2023 | $3,583,849 | -28.3% | 71,292 | -28.3% | 0.06% | -33.3% |
| Q4 2022 | $4,996,536 | +133.5% | 99,394 | +133.5% | 0.10% | +108.7% |
| Q3 2022 | $2,140,000 | -17.9% | 42,570 | -17.8% | 0.05% | -23.3% |
| Q2 2022 | $2,607,000 | +446.5% | 51,805 | +446.6% | 0.06% | +566.7% |
| Q1 2022 | $477,000 | – | 9,478 | – | 0.01% | – |
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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% |