WISDOMTREE TR's ticker is and the CUSIP is 97717Y527. A total of 262 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $14,646,302 | -3.4% | 291,121 | -3.4% | 0.35% | -8.9% |
Q1 2024 | $15,155,866 | +25.4% | 301,369 | +25.2% | 0.38% | +5.3% |
Q4 2023 | $12,089,833 | +0.5% | 240,642 | +0.6% | 0.36% | -16.4% |
Q3 2023 | $12,034,108 | +17.5% | 239,152 | +17.5% | 0.43% | +7.5% |
Q2 2023 | $10,239,535 | +178.1% | 203,488 | +177.9% | 0.40% | +159.4% |
Q1 2023 | $3,681,420 | -24.6% | 73,233 | -24.6% | 0.16% | -26.9% |
Q4 2022 | $4,880,442 | +126.1% | 97,085 | +126.1% | 0.21% | +107.8% |
Q3 2022 | $2,159,000 | +42.8% | 42,932 | +43.0% | 0.10% | +41.7% |
Q2 2022 | $1,512,000 | +0.1% | 30,032 | 0.0% | 0.07% | +9.1% |
Q1 2022 | $1,510,009 | – | 30,032 | – | 0.07% | – |
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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% |