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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $21,927,292 | +11.2% | 435,757 | +11.2% | 0.14% | +0.7% |
| Q2 2023 | $19,715,231 | +0.3% | 391,797 | +0.2% | 0.14% | -5.5% |
| Q1 2023 | $19,660,872 | +15.9% | 391,105 | +15.9% | 0.14% | +5.8% |
| Q4 2022 | $16,966,946 | +169.0% | 337,516 | +169.0% | 0.14% | +75.6% |
| Q3 2022 | $6,308,000 | +95.5% | 125,452 | +95.7% | 0.08% | +90.2% |
| Q2 2022 | $3,226,000 | +1.1% | 64,106 | +1.0% | 0.04% | +5.1% |
| Q1 2022 | $3,191,000 | – | 63,464 | – | 0.04% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Summit Trail Advisors, LLC | 20,509,745 | $1,032,050,382 | 37.96% |
| MOULTON WEALTH MANAGEMENT, INC | 392,611 | $19,783,430 | 29.13% |
| Lunt Capital Management, Inc. | 1,034,991 | $52,080,747 | 27.46% |
| STAPP WEALTH MANAGEMENT, PLLC | 275,779 | $13,877,199 | 26.72% |
| Cardinal Point Capital Management ULC | 1,801,268 | $90,639,783 | 23.71% |
| BIP Wealth, LLC | 4,477,215 | $225,293,477 | 20.71% |
| Titan Capital Management, LLC /TX | 294,665 | $14,827,543 | 19.97% |
| Sanchez Wealth Management Group | 964,487 | $48,532,986 | 19.58% |
| Mason & Associates Inc | 1,193,262 | $60,044,938 | 19.22% |
| Carmel Capital Partners, LLC | 799,364 | $40,224,003 | 18.05% |