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 | ||||
---|---|---|---|---|---|---|
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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Summit Trail Advisors, LLC | 20,509,745 | $1,032,050,382 | 37.96% |
MOULTON WEALTH MANAGEMENT, INC | 392,611 | $19,783,430 | 29.13% |
Lunt Capital Management, Inc. | 1,034,991 | $52,080,747 | 27.46% |
STAPP WEALTH MANAGEMENT, PLLC | 275,779 | $13,877,199 | 26.72% |
Cardinal Point Capital Management ULC | 1,801,268 | $90,639,783 | 23.71% |
BIP Wealth, LLC | 4,477,215 | $225,293,477 | 20.71% |
Titan Capital Management, LLC /TX | 294,665 | $14,827,543 | 19.97% |
Sanchez Wealth Management Group | 964,487 | $48,532,986 | 19.58% |
Mason & Associates Inc | 1,193,262 | $60,044,938 | 19.22% |
Carmel Capital Partners, LLC | 799,364 | $40,224,003 | 18.05% |