WISDOMTREE TR's ticker is and the CUSIP is 97717Y527. A total of 262 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,761,009 | -4.3% | 54,880 | -4.4% | 0.04% | -10.0% |
| Q1 2024 | $2,886,276 | -13.2% | 57,393 | -13.3% | 0.04% | -21.6% |
| Q4 2023 | $3,325,732 | +24.1% | 66,197 | +24.3% | 0.05% | +6.2% |
| Q3 2023 | $2,680,550 | +32.3% | 53,270 | +32.3% | 0.05% | +29.7% |
| Q2 2023 | $2,025,661 | +11.3% | 40,256 | +11.2% | 0.04% | +8.8% |
| Q1 2023 | $1,820,134 | +19.6% | 36,207 | +19.6% | 0.03% | +9.7% |
| Q4 2022 | $1,522,271 | +35.0% | 30,281 | +35.1% | 0.03% | +29.2% |
| Q2 2022 | $1,128,000 | – | 22,412 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Price Capital Management, Inc. | 225,000 | $11,315,250 | 100.00% |
| Summit Trail Advisors, LLC | 21,645,525 | $1,088,120,550 | 43.83% |
| MOULTON WEALTH MANAGEMENT, INC | 287,684 | $14,482,012 | 31.86% |
| Mason & Associates Inc | 1,509,023 | $75,858,586 | 23.20% |
| Freestone Capital Holdings, LLC | 8,995,657 | $452,211,675 | 20.03% |
| WEST CHESTER CAPITAL ADVISORS, INC | 163,247 | $8,206,426 | 18.86% |
| Retireful, LLC | 1,065,388 | $53,557,054 | 17.22% |
| Cardinal Point Capital Management ULC | 1,091,393 | $54,864,433 | 16.67% |
| Sanchez Wealth Management Group | 750,797 | $37,742,577 | 16.62% |
| Total Clarity Wealth Management, Inc. | 601,671 | $30,246,021 | 16.42% |