WISDOMTREE TR's ticker is and the CUSIP is 97717Y527. A total of 503 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $487,955 | +3.1% | 9,699 | +3.0% | 0.08% | -2.6% |
| Q1 2024 | $473,477 | -4.9% | 9,415 | -5.0% | 0.08% | -13.3% |
| Q4 2023 | $497,927 | -2.0% | 9,911 | -1.9% | 0.09% | -10.9% |
| Q3 2023 | $508,126 | -23.5% | 10,098 | -23.5% | 0.10% | -22.3% |
| Q2 2023 | $664,327 | -1.3% | 13,202 | -1.4% | 0.13% | -9.7% |
| Q1 2023 | $673,094 | +12.4% | 13,390 | +12.4% | 0.14% | +5.9% |
| Q4 2022 | $598,649 | +102.2% | 11,909 | +102.6% | 0.14% | +100.0% |
| Q3 2022 | $296,000 | -49.7% | 5,878 | -49.8% | 0.07% | -47.7% |
| Q2 2022 | $589,000 | 0.0% | 11,712 | +0.0% | 0.13% | +21.5% |
| Q1 2022 | $589,000 | – | 11,709 | – | 0.11% | – |
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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% |