WISDOMTREE TR's ticker is and the CUSIP is 97717Y527. A total of 282 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 2.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,743,705 | +1.4% | 233,380 | +1.4% | 0.18% | 0.0% |
| Q2 2023 | $11,582,503 | -8.6% | 230,177 | -8.7% | 0.18% | -13.3% |
| Q1 2023 | $12,676,452 | +70.2% | 252,167 | +70.2% | 0.21% | +56.3% |
| Q4 2022 | $7,448,712 | +89.0% | 148,174 | +89.0% | 0.14% | +29.8% |
| Q3 2022 | $3,941,000 | +248.5% | 78,390 | +248.8% | 0.10% | +300.0% |
| Q2 2022 | $1,131,000 | +47.5% | 22,476 | +47.4% | 0.03% | +73.3% |
| Q1 2022 | $767,000 | – | 15,248 | – | 0.02% | – |
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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% |