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 | $990,746 | -65.9% | 19,689 | -65.9% | 0.07% | -35.1% |
| Q2 2023 | $2,907,586 | -14.9% | 57,782 | -15.0% | 0.11% | -25.0% |
| Q1 2023 | $3,418,154 | +5.2% | 67,995 | +5.2% | 0.15% | -6.3% |
| Q4 2022 | $3,247,839 | +290.8% | 64,607 | +290.8% | 0.16% | +243.5% |
| Q3 2022 | $831,000 | -53.9% | 16,532 | -53.8% | 0.05% | -55.3% |
| Q2 2022 | $1,803,000 | +27.4% | 35,819 | +27.3% | 0.10% | +28.8% |
| Q1 2022 | $1,415,000 | – | 28,146 | – | 0.08% | – |
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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% |