WISDOMTREE TR's ticker is and the CUSIP is 97717Y527. A total of 282 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 2.3%.
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 ↓ |
|---|---|---|---|
| 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% |