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 | ||||
---|---|---|---|---|---|---|
Q4 2023 | $3,534 | -3.8% | 70,336 | -3.6% | 0.27% | -10.5% |
Q3 2023 | $3,672 | -5.5% | 72,970 | -5.5% | 0.30% | +43.2% |
Q2 2023 | $3,886 | -28.7% | 77,226 | -28.8% | 0.21% | -10.1% |
Q1 2023 | $5,450 | 0.0% | 108,420 | 0.0% | 0.24% | 0.0% |
Q4 2022 | $5,450 | -99.9% | 108,420 | +7.9% | 0.24% | +4.9% |
Q3 2022 | $5,051,000 | +4.1% | 100,453 | +4.2% | 0.23% | +24.2% |
Q2 2022 | $4,851,000 | +2075.3% | 96,383 | +2077.2% | 0.18% | +2175.0% |
Q1 2022 | $223,000 | – | 4,427 | – | 0.01% | – |
Download |
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% |