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 | $84,524,180 | +15.5% | 1,680,067 | +15.4% | 3.15% | +7.5% |
| Q1 2024 | $73,194,124 | -0.8% | 1,455,440 | -0.9% | 2.93% | -10.8% |
| Q4 2023 | $73,774,921 | +37.9% | 1,468,450 | +38.1% | 3.29% | +21.2% |
| Q3 2023 | $53,507,169 | +41.8% | 1,063,338 | +41.8% | 2.71% | +38.0% |
| Q2 2023 | $37,739,817 | -6.3% | 749,996 | -6.4% | 1.97% | -14.5% |
| Q1 2023 | $40,280,008 | +294.6% | 801,274 | +294.6% | 2.30% | +258.7% |
| Q4 2022 | $10,207,873 | +81.1% | 203,061 | +81.2% | 0.64% | +49.8% |
| Q3 2022 | $5,636,000 | +258.5% | 112,093 | +258.9% | 0.43% | +207.9% |
| Q2 2022 | $1,572,000 | – | 31,229 | – | 0.14% | – |
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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% |