Ellevest, Inc. - WISDOMTREE TR ownership

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
Ellevest, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$5,617,876
-1.5%
111,643
-1.5%
0.43%
+0.7%
Q2 2023$5,705,282
-22.6%
113,380
-22.7%
0.43%
-25.1%
Q1 2023$7,375,313
-1.6%
146,714
-1.6%
0.57%
-9.2%
Q4 2022$7,495,508
-0.0%
149,1050.0%0.63%
-11.1%
Q3 2022$7,497,000149,1050.71%
Other shareholders
WISDOMTREE TR shareholders Q2 2023
NameSharesValueWeighting ↓
Summit Trail Advisors, LLC 19,575,035$985,015,76937.17%
MOULTON WEALTH MANAGEMENT, INC 371,735$18,705,69233.10%
SYKON CAPITAL LLC 778,869$39,192,68827.04%
Lunt Capital Management, Inc. 986,442$49,637,76126.79%
Mason & Associates Inc 1,549,739$77,982,84623.01%
STAPP WEALTH MANAGEMENT, PLLC 225,801$11,362,30622.50%
BIP Wealth, LLC 5,453,908$274,440,70822.45%
Carmel Capital Partners, LLC 740,113$37,242,46619.19%
Cardinal Point Capital Management ULC 1,248,979$62,848,57918.92%
Sanchez Wealth Management Group 839,185$42,227,74217.10%
View complete list of WISDOMTREE TR shareholders