WISDOMTREE TR's ticker is and the CUSIP is 97717Y527. A total of 261 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $63,102,407 | +7.1% | 1,254,022 | +7.1% | 15.75% | +11.2% |
| Q2 2023 | $58,918,714 | +0.7% | 1,170,881 | +0.6% | 14.16% | -4.4% |
| Q1 2023 | $58,497,223 | +2.7% | 1,163,658 | +2.7% | 14.81% | -2.5% |
| Q4 2022 | $56,944,987 | +1.4% | 1,132,791 | +1.4% | 15.20% | -7.3% |
| Q3 2022 | $56,175,000 | +696.0% | 1,117,401 | +696.5% | 16.39% | +734.2% |
| Q2 2022 | $7,057,000 | +440.8% | 140,284 | +430.8% | 1.96% | +510.2% |
| Q1 2022 | $1,305,000 | – | 26,431 | – | 0.32% | – |
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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% |