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 | $980,940 | -97.1% | 19,496 | -97.1% | 0.12% | -97.0% |
| Q2 2023 | $33,917,244 | +1.7% | 674,031 | +1.6% | 3.80% | -2.5% |
| Q1 2023 | $33,356,865 | -16.5% | 663,553 | -16.5% | 3.89% | -21.7% |
| Q4 2022 | $39,959,638 | +66.9% | 794,899 | +67.0% | 4.97% | +53.0% |
| Q3 2022 | $23,937,000 | -5.6% | 476,086 | -5.5% | 3.25% | +0.1% |
| Q2 2022 | $25,365,000 | -8.1% | 503,987 | -8.0% | 3.25% | +2.9% |
| Q1 2022 | $27,588,000 | – | 547,652 | – | 3.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Summit Trail Advisors, LLC | 20,509,745 | $1,032,050,382 | 37.96% |
| MOULTON WEALTH MANAGEMENT, INC | 392,611 | $19,783,430 | 29.13% |
| Lunt Capital Management, Inc. | 1,034,991 | $52,080,747 | 27.46% |
| STAPP WEALTH MANAGEMENT, PLLC | 275,779 | $13,877,199 | 26.72% |
| Cardinal Point Capital Management ULC | 1,801,268 | $90,639,783 | 23.71% |
| BIP Wealth, LLC | 4,477,215 | $225,293,477 | 20.71% |
| Titan Capital Management, LLC /TX | 294,665 | $14,827,543 | 19.97% |
| Sanchez Wealth Management Group | 964,487 | $48,532,986 | 19.58% |
| Mason & Associates Inc | 1,193,262 | $60,044,938 | 19.22% |
| Carmel Capital Partners, LLC | 799,364 | $40,224,003 | 18.05% |