WISDOMTREE TR's ticker is and the CUSIP is 97717Y527. A total of 427 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is 0.02 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $736,537 | +31.3% | 14,637 | +31.3% | 0.07% | +25.9% |
| Q2 2023 | $560,806 | -64.5% | 11,145 | -64.5% | 0.06% | -65.9% |
| Q1 2023 | $1,580,196 | -50.0% | 31,434 | -50.0% | 0.17% | -50.4% |
| Q4 2022 | $3,163,263 | -32.7% | 62,925 | -32.7% | 0.34% | -37.6% |
| Q3 2022 | $4,702,000 | -3.4% | 93,505 | -3.4% | 0.55% | +3.6% |
| Q2 2022 | $4,870,000 | +540.8% | 96,759 | +539.6% | 0.53% | +637.5% |
| Q1 2022 | $760,000 | – | 15,127 | – | 0.07% | – |
Download | ||||||
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% |