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 | $14,774,254 | +17.6% | 293,606 | +17.6% | 2.85% | +21.7% |
Q2 2023 | $12,561,281 | +10.6% | 249,628 | +10.5% | 2.34% | +3.7% |
Q1 2023 | $11,360,517 | +9.1% | 225,990 | +9.1% | 2.26% | +0.1% |
Q4 2022 | $10,417,703 | +7.7% | 207,235 | +7.7% | 2.26% | +2.3% |
Q3 2022 | $9,675,000 | +7.0% | 192,413 | +7.1% | 2.20% | +13.2% |
Q2 2022 | $9,038,000 | +2.1% | 179,580 | +2.0% | 1.95% | +20.0% |
Q1 2022 | $8,852,000 | – | 176,048 | – | 1.62% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Summit Trail Advisors, LLC | 19,575,035 | $985,015,769 | 37.17% |
MOULTON WEALTH MANAGEMENT, INC | 371,735 | $18,705,692 | 33.10% |
SYKON CAPITAL LLC | 778,869 | $39,192,688 | 27.04% |
Lunt Capital Management, Inc. | 986,442 | $49,637,761 | 26.79% |
Mason & Associates Inc | 1,549,739 | $77,982,846 | 23.01% |
STAPP WEALTH MANAGEMENT, PLLC | 225,801 | $11,362,306 | 22.50% |
BIP Wealth, LLC | 5,453,908 | $274,440,708 | 22.45% |
Carmel Capital Partners, LLC | 740,113 | $37,242,466 | 19.19% |
Cardinal Point Capital Management ULC | 1,248,979 | $62,848,579 | 18.92% |
Sanchez Wealth Management Group | 839,185 | $42,227,742 | 17.10% |