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 | $281,115,613 | -28.6% | 5,586,559 | -28.6% | 6.27% | -24.6% |
| Q2 2023 | $393,915,493 | +1.8% | 7,828,210 | +1.7% | 8.32% | +1.5% |
| Q1 2023 | $386,921,323 | -1.1% | 7,696,863 | -1.1% | 8.20% | -6.2% |
| Q4 2022 | $391,256,238 | +126.3% | 7,783,097 | +126.4% | 8.74% | +102.4% |
| Q3 2022 | $172,876,000 | -55.8% | 3,438,273 | -55.8% | 4.32% | -49.1% |
| Q2 2022 | $391,076,000 | +20.1% | 7,770,240 | +19.4% | 8.49% | +31.9% |
| Q1 2022 | $325,588,000 | – | 6,508,470 | – | 6.43% | – |
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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% |