WISDOMTREE TR's ticker is and the CUSIP is 97717Y527. A total of 466 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.7%.
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 ↓ |
|---|---|---|---|
| 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% |