WISDOMTREE TR's ticker is and the CUSIP is 97717Y527. A total of 489 filers reported holding WISDOMTREE TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,230 | -0.3% | 44,327 | -0.3% | 0.94% | -2.1% |
| Q1 2024 | $2,236 | +0.5% | 44,468 | +0.4% | 0.96% | -8.9% |
| Q4 2023 | $2,224 | -1.3% | 44,273 | -1.1% | 1.05% | -17.7% |
| Q3 2023 | $2,253 | +0.8% | 44,778 | +0.8% | 1.28% | -3.9% |
| Q2 2023 | $2,235 | -0.4% | 44,418 | -0.5% | 1.33% | -7.4% |
| Q1 2023 | $2,243 | -0.5% | 44,622 | -0.5% | 1.44% | -8.7% |
| Q4 2022 | $2,254 | -99.9% | 44,840 | -3.2% | 1.57% | +0.3% |
| Q3 2022 | $2,328,000 | – | 46,299 | – | 1.57% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kiely Wealth Advisory Group, Inc. | 1,630,973 | $81,910,413 | 47.37% |
| Summit Trail Advisors, LLC | 20,502,859 | $1,030,063,630 | 34.08% |
| STAPP WEALTH MANAGEMENT, PLLC | 323,127 | $16,233,900 | 27.26% |
| MOULTON WEALTH MANAGEMENT, INC | 403,186 | $20,282,277 | 26.05% |
| Lunt Capital Management, Inc. | 950,841 | $47,770,252 | 24.73% |
| BIP Wealth, LLC | 5,696,462 | $286,190,333 | 22.52% |
| Titan Manages, LLC | 284,214 | $14,278,911 | 19.89% |
| Cardinal Point Capital Management ULC | 1,466,280 | $73,665,887 | 17.82% |
| Mason & Associates Inc | 1,080,244 | $54,271,474 | 15.95% |
| Team Financial Group, LLC | 410,611 | $20,629,076 | 14.80% |