WISDOMTREE TR's ticker is and the CUSIP is 97717Y527. A total of 10 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
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 ↓ |
|---|---|---|---|
| Summit Trail Advisors, LLC | 19,575,035 | $985,015,769 | 37.17% |
| MOULTON WEALTH MANAGEMENT, INC | 371,735 | $18,705,692 | 33.10% |
| SYKON CAPITAL LLC | 778,869 | $39,192,688 | 27.04% |
| Lunt Capital Management, Inc. | 986,442 | $49,637,761 | 26.79% |
| Mason & Associates Inc | 1,549,739 | $77,982,846 | 23.01% |
| STAPP WEALTH MANAGEMENT, PLLC | 225,801 | $11,362,306 | 22.50% |
| BIP Wealth, LLC | 5,453,908 | $274,440,708 | 22.45% |
| Carmel Capital Partners, LLC | 740,113 | $37,242,466 | 19.19% |
| Cardinal Point Capital Management ULC | 1,248,979 | $62,848,579 | 18.92% |
| Sanchez Wealth Management Group | 839,185 | $42,227,742 | 17.10% |