WISDOMTREE TR's ticker is and the CUSIP is 97717Y527. A total of 284 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 2.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,324,372 | -8.5% | 46,201 | -8.6% | 1.09% | -7.5% |
| Q1 2024 | $2,541,305 | +12.0% | 50,533 | +11.9% | 1.18% | +7.9% |
| Q4 2023 | $2,268,135 | +21.8% | 45,146 | +22.0% | 1.09% | +9.2% |
| Q3 2023 | $1,861,487 | +6.9% | 36,993 | +6.9% | 1.00% | +11.5% |
| Q2 2023 | $1,741,324 | -8.3% | 34,605 | -8.4% | 0.90% | -12.5% |
| Q1 2023 | $1,899,301 | -5.3% | 37,782 | -5.3% | 1.02% | -10.3% |
| Q4 2022 | $2,005,622 | +229.9% | 39,897 | +229.7% | 1.14% | +201.1% |
| Q3 2022 | $608,000 | +100.7% | 12,102 | +100.8% | 0.38% | +109.4% |
| Q2 2022 | $303,000 | – | 6,026 | – | 0.18% | – |
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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% |