WISDOMTREE TR's ticker is and the CUSIP is 97717Y527. A total of 10 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $76,902,548 | +12.8% | 1,528,269 | +12.8% | 0.69% | +16.0% |
| Q2 2023 | $68,150,652 | +18.1% | 1,354,287 | +18.0% | 0.59% | +7.4% |
| Q1 2023 | $57,693,515 | +1296.6% | 1,147,674 | +84.3% | 0.55% | +164.9% |
| Q4 2022 | $4,130,857 | -64.3% | 622,657 | +170.7% | 0.21% | +56.4% |
| Q3 2022 | $11,563,000 | +121.9% | 229,989 | +122.2% | 0.13% | +189.1% |
| Q2 2022 | $5,210,000 | – | 103,520 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Summit Trail Advisors, LLC | 20,509,745 | $1,032,050,382 | 37.96% |
| MOULTON WEALTH MANAGEMENT, INC | 392,611 | $19,783,430 | 29.13% |
| Lunt Capital Management, Inc. | 1,034,991 | $52,080,747 | 27.46% |
| STAPP WEALTH MANAGEMENT, PLLC | 275,779 | $13,877,199 | 26.72% |
| Cardinal Point Capital Management ULC | 1,801,268 | $90,639,783 | 23.71% |
| BIP Wealth, LLC | 4,477,215 | $225,293,477 | 20.71% |
| Titan Capital Management, LLC /TX | 294,665 | $14,827,543 | 19.97% |
| Sanchez Wealth Management Group | 964,487 | $48,532,986 | 19.58% |
| Mason & Associates Inc | 1,193,262 | $60,044,938 | 19.22% |
| Carmel Capital Partners, LLC | 799,364 | $40,224,003 | 18.05% |