WISDOMTREE TR's ticker is and the CUSIP is 97717Y527. A total of 503 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $607,493 | +2.7% | 12,075 | +2.7% | 0.05% | 0.0% |
| Q1 2024 | $591,410 | +68.0% | 11,760 | +67.9% | 0.05% | +52.9% |
| Q4 2023 | $351,931 | +6.8% | 7,005 | +6.9% | 0.03% | -2.9% |
| Q3 2023 | $329,596 | +3.0% | 6,550 | +3.0% | 0.04% | +6.1% |
| Q2 2023 | $320,035 | +1.5% | 6,360 | +1.4% | 0.03% | -10.8% |
| Q1 2023 | $315,444 | +5.4% | 6,275 | +5.4% | 0.04% | 0.0% |
| Q4 2022 | $299,358 | +3.2% | 5,955 | +3.4% | 0.04% | +2.8% |
| Q3 2022 | $290,000 | +3.6% | 5,760 | +3.4% | 0.04% | 0.0% |
| Q2 2022 | $280,000 | – | 5,570 | – | 0.04% | – |
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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% |