WISDOMTREE TR's ticker is and the CUSIP is 97717Y527. A total of 427 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is 0.02 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $421,241,400 | +8.7% | 8,371,252 | +8.7% | 0.14% | +10.7% |
| Q2 2023 | $387,669,758 | +1.3% | 7,704,089 | +1.2% | 0.13% | -6.4% |
| Q1 2023 | $382,639,857 | +14.1% | 7,611,694 | +14.1% | 0.14% | +12.0% |
| Q4 2022 | $335,454,022 | +51.6% | 6,673,046 | +51.6% | 0.12% | +28.9% |
| Q3 2022 | $221,331,000 | +70.3% | 4,401,982 | +70.5% | 0.10% | +83.0% |
| Q2 2022 | $129,945,000 | +134.6% | 2,581,861 | +134.4% | 0.05% | +194.4% |
| Q1 2022 | $55,394,000 | – | 1,101,706 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Services Advisory Inc | 196,825 | $9,906,000 | 40.48% |
| 3EDGE Asset Management, LP | 10,357,545 | $521,295,000 | 38.89% |
| Summit Trail Advisors, LLC | 7,931,880 | $399,212,000 | 24.68% |
| New Perspectives, Inc | 401,803 | $20,222,735 | 16.47% |
| Titan Capital Management, LLC /TX | 294,775 | $14,836,000 | 14.78% |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 672,351 | $33,839,000 | 13.89% |
| Cardinal Point Wealth Management Partners, LLC | 560,375 | $28,204,000 | 13.52% |
| Mason & Associates Inc | 694,193 | $34,939,000 | 12.27% |
| Inspire Investing, LLC | 1,775,752 | $89,374,000 | 11.86% |
| Knowledge Leaders Capital, LLC | 241,520 | $12,156,000 | 11.77% |