WISDOMTREE TR's ticker is and the CUSIP is 97717Y527. A total of 436 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is 0.02 and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $314,047 | -70.5% | 6,242 | -70.5% | 0.00% | -100.0% |
| Q4 2023 | $1,064,786 | +97.3% | 21,194 | +97.6% | 0.00% | +100.0% |
| Q3 2023 | $539,632 | +18.1% | 10,724 | +18.1% | 0.00% | 0.0% |
| Q2 2023 | $456,805 | -59.5% | 9,078 | -59.5% | 0.00% | -50.0% |
| Q1 2023 | $1,128,170 | -24.4% | 22,442 | -24.4% | 0.00% | 0.0% |
| Q4 2022 | $1,491,611 | +70.9% | 29,672 | +70.9% | 0.00% | 0.0% |
| Q3 2022 | $873,000 | +33.1% | 17,360 | +33.2% | 0.00% | +100.0% |
| Q2 2022 | $656,000 | +1.2% | 13,032 | +1.1% | 0.00% | 0.0% |
| Q1 2022 | $648,000 | – | 12,896 | – | 0.00% | – |
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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% |