WISDOMTREE TR's ticker is and the CUSIP is 97717Y527. A total of 10 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $17,854,909 | +20.1% | 354,827 | +20.1% | 5.98% | +23.6% |
| Q2 2023 | $14,862,285 | +37.9% | 295,355 | +37.7% | 4.83% | +37.2% |
| Q1 2023 | $10,779,314 | +0.0% | 214,428 | +0.0% | 3.52% | -8.4% |
| Q4 2022 | $10,776,355 | +59.5% | 214,370 | +59.6% | 3.85% | +57.0% |
| Q3 2022 | $6,755,000 | +68.8% | 134,342 | +69.0% | 2.45% | +79.5% |
| Q2 2022 | $4,002,000 | – | 79,511 | – | 1.36% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Leibman Financial Services, Inc. | 143,520 | $7,210,423 | 6.00% |
| Global Wealth Strategies & Associates | 118,967 | $5,976,902 | 2.49% |
| WealthPlan Investment Management, LLC | 60,184 | $3,023,644 | 0.48% |
| VERITY Wealth Advisors | 9,136 | $459,014 | 0.40% |
| Harbour Capital Advisors, LLC | 18,720 | $940,867 | 0.26% |
| CGN Advisors LLC | 34,508 | $1,733,681 | 0.24% |
| Vigilare Wealth Management | 5,000 | $251,200 | 0.13% |
| Apella Capital, LLC | 28,357 | $1,426,074 | 0.08% |
| First Financial Bank - Trust Division | 9,626 | $483,604 | 0.05% |
| BALDWIN BROTHERS LLC/MA | 5,015 | $251,954 | 0.02% |