WISDOMTREE TR's ticker is and the CUSIP is 97717Y527. A total of 341 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 2.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $761,258 | -20.4% | 15,128 | -20.4% | 0.01% | -43.8% |
Q2 2023 | $956,533 | -6.5% | 19,009 | -6.6% | 0.02% | -5.9% |
Q1 2023 | $1,023,452 | -19.4% | 20,359 | -19.4% | 0.02% | -32.0% |
Q4 2022 | $1,269,776 | -11.0% | 25,259 | -10.8% | 0.02% | -21.9% |
Q3 2022 | $1,427,000 | -5.6% | 28,333 | -5.6% | 0.03% | 0.0% |
Q2 2022 | $1,512,000 | +0.2% | 30,009 | 0.0% | 0.03% | +52.4% |
Q1 2022 | $1,509,000 | – | 30,009 | – | 0.02% | – |
Download |
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% |