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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $33,249,135 | -10.9% | 660,754 | -10.9% | 0.51% | -8.8% |
| Q2 2023 | $37,327,968 | +32.7% | 741,812 | +32.6% | 0.56% | +24.4% |
| Q1 2023 | $28,119,790 | +640.7% | 559,375 | +640.7% | 0.45% | +592.3% |
| Q4 2022 | $3,796,491 | +6.7% | 75,522 | +6.7% | 0.06% | -1.5% |
| Q3 2022 | $3,558,000 | +129.5% | 70,755 | +129.7% | 0.07% | +135.7% |
| Q2 2022 | $1,550,000 | +1434.7% | 30,806 | +1440.3% | 0.03% | +1300.0% |
| Q1 2022 | $101,000 | – | 2,000 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Services Advisory Inc | 196,825 | $9,906,000 | 40.48% |
| 3EDGE Asset Management, LP | 10,357,545 | $521,295,000 | 38.89% |
| Summit Trail Advisors, LLC | 7,931,880 | $399,212,000 | 24.68% |
| New Perspectives, Inc | 401,803 | $20,222,735 | 16.47% |
| Titan Capital Management, LLC /TX | 294,775 | $14,836,000 | 14.78% |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 672,351 | $33,839,000 | 13.89% |
| Cardinal Point Wealth Management Partners, LLC | 560,375 | $28,204,000 | 13.52% |
| Mason & Associates Inc | 694,193 | $34,939,000 | 12.27% |
| Inspire Investing, LLC | 1,775,752 | $89,374,000 | 11.86% |
| Knowledge Leaders Capital, LLC | 241,520 | $12,156,000 | 11.77% |