WISDOMTREE TR's ticker is and the CUSIP is 97717Y527. A total of 10 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,399,025 | -83.4% | 87,421 | -83.4% | 1.08% | -82.8% |
| Q2 2023 | $26,548,078 | +7.2% | 527,585 | +7.1% | 6.29% | +1.1% |
| Q1 2023 | $24,753,853 | +71.3% | 492,418 | +71.3% | 6.22% | +65.2% |
| Q4 2022 | $14,454,736 | +8.5% | 287,542 | +8.5% | 3.77% | +0.6% |
| Q3 2022 | $13,327,000 | +6.9% | 265,054 | +7.0% | 3.74% | +10.7% |
| Q2 2022 | $12,472,000 | +12.4% | 247,802 | +12.3% | 3.38% | +23.9% |
| Q1 2022 | $11,095,000 | – | 220,657 | – | 2.73% | – |
Download | ||||||
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% |