WISDOMTREE TR's ticker is and the CUSIP is 97717Y527. A total of 503 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $5,601,868 | +6.6% | 111,347 | +6.6% | 1.49% | +3.4% |
Q1 2024 | $5,254,810 | -1.5% | 104,490 | -1.6% | 1.44% | -9.8% |
Q4 2023 | $5,333,432 | +9.9% | 106,159 | +10.1% | 1.60% | +0.8% |
Q3 2023 | $4,852,516 | -4.9% | 96,433 | -4.9% | 1.59% | -4.3% |
Q2 2023 | $5,100,496 | -24.9% | 101,361 | -25.0% | 1.66% | -27.2% |
Q1 2023 | $6,791,314 | -43.8% | 135,097 | -43.8% | 2.28% | -48.2% |
Q4 2022 | $12,092,800 | +6.0% | 240,557 | +6.0% | 4.39% | -3.0% |
Q3 2022 | $11,407,000 | +167.0% | 226,869 | +167.2% | 4.53% | +172.7% |
Q2 2022 | $4,273,000 | +47.9% | 84,913 | +47.7% | 1.66% | +81.2% |
Q1 2022 | $2,889,000 | – | 57,471 | – | 0.92% | – |
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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% |