WISDOMTREE TR's ticker is and the CUSIP is 97717Y527. A total of 148 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $32,362,768 | -5.4% | 643,139 | -5.4% | 0.59% | -5.1% |
| Q2 2023 | $34,194,317 | -19.8% | 679,537 | -19.9% | 0.62% | -33.7% |
| Q1 2023 | $42,626,012 | -48.5% | 847,941 | -48.5% | 0.94% | -54.1% |
| Q4 2022 | $82,691,858 | +3.2% | 1,644,954 | +3.2% | 2.05% | -10.7% |
| Q3 2022 | $80,111,000 | -0.4% | 1,593,297 | -0.4% | 2.29% | +0.4% |
| Q2 2022 | $80,473,000 | +393.6% | 1,598,906 | +393.2% | 2.28% | +449.0% |
| Q1 2022 | $16,302,000 | – | 324,199 | – | 0.42% | – |
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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% |