WISDOMTREE TR's ticker is and the CUSIP is 97717Y527. A total of 379 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 2.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $689,696 | -3.2% | 13,706 | -3.2% | 0.10% | -5.0% |
Q2 2023 | $712,464 | -0.9% | 14,159 | -1.0% | 0.10% | -9.8% |
Q1 2023 | $719,044 | +11.2% | 14,304 | +11.2% | 0.11% | -7.4% |
Q4 2022 | $646,910 | +13.5% | 12,869 | +13.5% | 0.12% | +13.1% |
Q3 2022 | $570,000 | +2.0% | 11,341 | +57.8% | 0.11% | -2.7% |
Q2 2022 | $559,000 | – | 7,187 | – | 0.11% | – |
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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% |