WISDOMTREE TR's ticker is and the CUSIP is 97717Y527. A total of 476 filers reported holding WISDOMTREE TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,359,072 | -15.4% | 66,569 | -15.7% | 0.02% | -21.4% |
| Q1 2024 | $3,971,222 | -15.2% | 78,966 | -15.3% | 0.03% | -22.2% |
| Q4 2023 | $4,685,274 | -13.7% | 93,258 | -13.5% | 0.04% | -23.4% |
| Q3 2023 | $5,427,324 | -40.2% | 107,856 | -40.2% | 0.05% | -39.0% |
| Q2 2023 | $9,081,971 | -40.8% | 180,484 | -40.9% | 0.08% | -50.0% |
| Q1 2023 | $15,345,818 | -2.2% | 305,268 | -2.2% | 0.15% | -11.5% |
| Q4 2022 | $15,692,784 | -2.2% | 312,170 | -2.2% | 0.17% | -14.3% |
| Q3 2022 | $16,050,000 | +23.3% | 319,209 | +23.4% | 0.20% | +14.0% |
| Q2 2022 | $13,018,000 | +40581.2% | 258,648 | +40062.7% | 0.18% | – |
| Q1 2022 | $32,000 | – | 644 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kiely Wealth Advisory Group, Inc. | 1,660,840 | $83,606,673 | 46.07% |
| STAPP WEALTH MANAGEMENT, PLLC | 319,414 | $16,069,718 | 27.85% |
| Summit Trail Advisors, LLC | 20,290,437 | $1,020,811,900 | 26.83% |
| MOULTON WEALTH MANAGEMENT, INC | 472,077 | $23,787,960 | 21.56% |
| Stonekeep Investments, LLC | 526,254 | $26,475,839 | 21.47% |
| BIP Wealth, LLC | 5,178,972 | $260,554,169 | 21.34% |
| Lauer Wealth, LLC | 503,780 | $25,390,511 | 20.01% |
| Titan Manages, LLC | 246,142 | $12,383,404 | 19.45% |
| Cassia Capital Partners, LLC | 555,011 | $27,922,624 | 18.41% |
| Lunt Capital Management, Inc. | 716,577 | $36,050,989 | 17.77% |