WISDOMTREE TR's ticker is and the CUSIP is 97717Y527. A total of 282 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $38,096,179 | +34.4% | 757,078 | +34.4% | 0.33% | +38.2% |
| Q2 2023 | $28,346,473 | +98.7% | 563,324 | +98.5% | 0.24% | +90.4% |
| Q1 2023 | $14,266,097 | -14.7% | 283,789 | -14.7% | 0.12% | -19.4% |
| Q4 2022 | $16,717,630 | +248.2% | 332,557 | +248.3% | 0.16% | +61.5% |
| Q3 2022 | $4,801,000 | +127.3% | 95,488 | +127.6% | 0.10% | +182.4% |
| Q2 2022 | $2,112,000 | +53.6% | 41,956 | +53.4% | 0.03% | +70.0% |
| Q1 2022 | $1,375,000 | – | 27,347 | – | 0.02% | – |
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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% |