WISDOMTREE TR's ticker is and the CUSIP is 97717Y527. A total of 476 filers reported holding WISDOMTREE TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $460,908 | +0.1% | 9,165 | 0.0% | 0.19% | -12.1% |
| Q4 2023 | $460,450 | -14.8% | 9,165 | -14.6% | 0.21% | -21.6% |
| Q2 2023 | $540,135 | -17.7% | 10,734 | -17.8% | 0.27% | -21.3% |
| Q1 2023 | $656,074 | +21.2% | 13,051 | +21.2% | 0.35% | +12.3% |
| Q4 2022 | $541,207 | -26.3% | 10,766 | -26.3% | 0.31% | -31.6% |
| Q3 2022 | $734,000 | -0.9% | 14,601 | -0.8% | 0.45% | +0.9% |
| Q2 2022 | $741,000 | +9.0% | 14,717 | +8.8% | 0.45% | +20.1% |
| Q1 2022 | $680,000 | – | 13,529 | – | 0.37% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kiely Wealth Advisory Group, Inc. | 1,660,840 | $83,606,673 | 46.07% |
| STAPP WEALTH MANAGEMENT, PLLC | 319,414 | $16,069,718 | 27.85% |
| Summit Trail Advisors, LLC | 20,290,437 | $1,020,811,900 | 26.83% |
| MOULTON WEALTH MANAGEMENT, INC | 472,077 | $23,787,960 | 21.56% |
| Stonekeep Investments, LLC | 526,254 | $26,475,839 | 21.47% |
| BIP Wealth, LLC | 5,178,972 | $260,554,169 | 21.34% |
| Lauer Wealth, LLC | 503,780 | $25,390,511 | 20.01% |
| Titan Manages, LLC | 246,142 | $12,383,404 | 19.45% |
| Cassia Capital Partners, LLC | 555,011 | $27,922,624 | 18.41% |
| Lunt Capital Management, Inc. | 716,577 | $36,050,989 | 17.77% |