WISDOMTREE TR's ticker is and the CUSIP is 97717Y527. A total of 503 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $46,723,783 | +5.2% | 928,718 | +5.2% | 1.24% | +5.9% |
Q1 2024 | $44,412,299 | -19.8% | 883,124 | -19.9% | 1.17% | -35.1% |
Q4 2023 | $55,406,976 | +10.9% | 1,102,846 | +11.1% | 1.80% | -3.4% |
Q3 2023 | $49,968,100 | +9.1% | 993,007 | +9.1% | 1.86% | +7.6% |
Q2 2023 | $45,804,785 | -49.9% | 910,270 | -49.9% | 1.73% | -54.8% |
Q1 2023 | $91,401,532 | – | 1,818,212 | – | 3.83% | – |
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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% |