WISDOMTREE TR's ticker is and the CUSIP is 97717Y527. A total of 466 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,138 | -3.6% | 22,621 | -3.5% | 0.17% | -1.1% |
| Q2 2023 | $1,180 | -17.4% | 23,451 | -17.4% | 0.18% | -25.1% |
| Q1 2023 | $1,428 | -14.1% | 28,402 | -14.2% | 0.24% | -18.7% |
| Q4 2022 | $1,663 | -99.9% | 33,086 | +7.6% | 0.29% | -4.0% |
| Q3 2022 | $1,546,000 | +28.5% | 30,746 | +28.6% | 0.30% | +33.8% |
| Q2 2022 | $1,203,000 | +587.4% | 23,904 | +587.9% | 0.22% | +675.9% |
| Q1 2022 | $175,000 | – | 3,475 | – | 0.03% | – |
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% |