WISDOMTREE TR's ticker is and the CUSIP is 97717Y527. A total of 427 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is 0.02 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $940,867 | -19.6% | 18,720 | -19.5% | 0.26% | -26.5% |
| Q3 2023 | $1,169,688 | -8.0% | 23,245 | -7.9% | 0.35% | -6.4% |
| Q2 2023 | $1,270,833 | +52.6% | 25,245 | +52.4% | 0.38% | +48.8% |
| Q1 2023 | $832,974 | -1.8% | 16,570 | -1.8% | 0.25% | -11.6% |
| Q4 2022 | $848,055 | +96.8% | 16,870 | +96.7% | 0.28% | +91.3% |
| Q3 2022 | $431,000 | +53.4% | 8,575 | +53.8% | 0.15% | +62.0% |
| Q2 2022 | $281,000 | – | 5,575 | – | 0.09% | – |
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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% |