WISDOMTREE TR's ticker is and the CUSIP is 97717Y527. A total of 466 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $39,203,408 | +12.0% | 779,082 | +12.0% | 2.54% | +19.0% |
| Q2 2023 | $35,006,998 | +7.5% | 695,688 | +7.4% | 2.13% | +1.2% |
| Q1 2023 | $32,576,320 | +6.2% | 648,027 | +6.2% | 2.11% | -2.5% |
| Q4 2022 | $30,661,503 | +98999.9% | 609,936 | -0.9% | 2.16% | -10.5% |
| Q3 2022 | $30,940 | -3.6% | 615,345 | -3.5% | 2.42% | -4.7% |
| Q2 2022 | $32,102 | +2110.9% | 637,839 | +2109.3% | 2.54% | +2490.8% |
| Q1 2022 | $1,452 | – | 28,870 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Leibman Financial Services, Inc. | 143,520 | $7,210,423 | 6.00% |
| Global Wealth Strategies & Associates | 118,967 | $5,976,902 | 2.49% |
| WealthPlan Investment Management, LLC | 60,184 | $3,023,644 | 0.48% |
| VERITY Wealth Advisors | 9,136 | $459,014 | 0.40% |
| Harbour Capital Advisors, LLC | 18,720 | $940,867 | 0.26% |
| CGN Advisors LLC | 34,508 | $1,733,681 | 0.24% |
| Vigilare Wealth Management | 5,000 | $251,200 | 0.13% |
| Apella Capital, LLC | 28,357 | $1,426,074 | 0.08% |
| First Financial Bank - Trust Division | 9,626 | $483,604 | 0.05% |
| BALDWIN BROTHERS LLC/MA | 5,015 | $251,954 | 0.02% |