WISDOMTREE TR's ticker is and the CUSIP is 97717Y527. A total of 472 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 | ||||
---|---|---|---|---|---|---|
Q2 2024 | $7,004,729 | +107.3% | 139,231 | +107.2% | 1.16% | +101.0% |
Q1 2024 | $3,379,838 | -90.2% | 67,207 | -90.2% | 0.58% | -91.0% |
Q4 2023 | $34,384,233 | -33.4% | 684,400 | -33.3% | 6.38% | -36.2% |
Q3 2023 | $51,658,793 | +10399.1% | 1,026,606 | +10399.1% | 10.00% | +11527.9% |
Q2 2023 | $492,029 | -33.9% | 9,778 | -34.0% | 0.09% | -41.5% |
Q1 2023 | $744,246 | -40.6% | 14,805 | -40.5% | 0.15% | +17.6% |
Q2 2022 | $1,253,000 | – | 24,890 | – | 0.12% | – |
Download |
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% |