WISDOMTREE TR's ticker is and the CUSIP is 97717Y527. A total of 427 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is 0.02 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $28,101,584 | -23.0% | 558,457 | -23.0% | 0.11% | -23.4% |
| Q2 2023 | $36,514,794 | +124121.1% | 725,651 | +24.1% | 0.14% | +11.9% |
| Q1 2023 | $29,395 | +4.5% | 584,755 | +4.5% | 0.13% | -10.6% |
| Q4 2022 | $28,142 | -99.9% | 559,834 | +0.5% | 0.14% | -2.8% |
| Q3 2022 | $28,022,000 | +35.5% | 557,320 | +35.6% | 0.14% | +31.8% |
| Q2 2022 | $20,685,000 | +10617.6% | 410,995 | +10586.3% | 0.11% | +10900.0% |
| Q1 2022 | $193,000 | – | 3,846 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Leibman Financial Services, Inc. | 143,520 | $7,210,423 | 6.00% |
| Global Wealth Strategies & Associates | 118,967 | $5,976,902 | 2.49% |
| WealthPlan Investment Management, LLC | 60,184 | $3,023,644 | 0.48% |
| VERITY Wealth Advisors | 9,136 | $459,014 | 0.40% |
| Harbour Capital Advisors, LLC | 18,720 | $940,867 | 0.26% |
| CGN Advisors LLC | 34,508 | $1,733,681 | 0.24% |
| Vigilare Wealth Management | 5,000 | $251,200 | 0.13% |
| Apella Capital, LLC | 28,357 | $1,426,074 | 0.08% |
| First Financial Bank - Trust Division | 9,626 | $483,604 | 0.05% |
| BALDWIN BROTHERS LLC/MA | 5,015 | $251,954 | 0.02% |