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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $459,014 | +0.3% | 9,136 | +0.5% | 0.40% | -8.4% |
| Q3 2023 | $457,644 | +0.4% | 9,095 | +0.5% | 0.43% | +5.4% |
| Q2 2023 | $455,619 | +0.5% | 9,054 | +0.4% | 0.41% | -2.6% |
| Q1 2023 | $453,270 | +0.4% | 9,017 | +0.4% | 0.42% | -5.2% |
| Q4 2022 | $451,601 | +0.4% | 8,984 | +0.3% | 0.44% | -4.1% |
| Q3 2022 | $450,000 | 0.0% | 8,955 | +0.2% | 0.46% | +5.7% |
| Q2 2022 | $450,000 | +0.2% | 8,938 | +0.1% | 0.44% | +10.1% |
| Q1 2022 | $449,000 | – | 8,933 | – | 0.40% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Services Advisory Inc | 196,825 | $9,906,000 | 40.48% |
| 3EDGE Asset Management, LP | 10,357,545 | $521,295,000 | 38.89% |
| Summit Trail Advisors, LLC | 7,931,880 | $399,212,000 | 24.68% |
| New Perspectives, Inc | 401,803 | $20,222,735 | 16.47% |
| Titan Capital Management, LLC /TX | 294,775 | $14,836,000 | 14.78% |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 672,351 | $33,839,000 | 13.89% |
| Cardinal Point Wealth Management Partners, LLC | 560,375 | $28,204,000 | 13.52% |
| Mason & Associates Inc | 694,193 | $34,939,000 | 12.27% |
| Inspire Investing, LLC | 1,775,752 | $89,374,000 | 11.86% |
| Knowledge Leaders Capital, LLC | 241,520 | $12,156,000 | 11.77% |