WISDOMTREE TR's ticker is and the CUSIP is 97717Y527. A total of 476 filers reported holding WISDOMTREE TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $46,477,842 | +11.9% | 923,829 | +11.8% | 6.16% | +7.2% |
| Q1 2024 | $41,548,089 | +1.6% | 826,170 | +1.5% | 5.75% | -6.4% |
| Q4 2023 | $40,883,807 | +11.5% | 813,770 | +11.7% | 6.14% | -5.1% |
| Q3 2023 | $36,664,950 | +11.0% | 728,636 | +11.0% | 6.47% | +1.6% |
| Q2 2023 | $33,040,147 | -5.5% | 656,601 | -5.6% | 6.37% | -20.5% |
| Q1 2023 | $34,968,215 | +70.4% | 695,608 | +70.4% | 8.02% | +54.8% |
| Q4 2022 | $20,526,630 | +51.4% | 408,328 | +51.5% | 5.18% | +39.2% |
| Q3 2022 | $13,555,000 | -53.9% | 269,587 | -53.8% | 3.72% | -54.7% |
| Q2 2022 | $29,375,000 | – | 583,644 | – | 8.22% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kiely Wealth Advisory Group, Inc. | 1,660,840 | $83,606,673 | 46.07% |
| STAPP WEALTH MANAGEMENT, PLLC | 319,414 | $16,069,718 | 27.85% |
| Summit Trail Advisors, LLC | 20,290,437 | $1,020,811,900 | 26.83% |
| MOULTON WEALTH MANAGEMENT, INC | 472,077 | $23,787,960 | 21.56% |
| Stonekeep Investments, LLC | 526,254 | $26,475,839 | 21.47% |
| BIP Wealth, LLC | 5,178,972 | $260,554,169 | 21.34% |
| Lauer Wealth, LLC | 503,780 | $25,390,511 | 20.01% |
| Titan Manages, LLC | 246,142 | $12,383,404 | 19.45% |
| Cassia Capital Partners, LLC | 555,011 | $27,922,624 | 18.41% |
| Lunt Capital Management, Inc. | 716,577 | $36,050,989 | 17.77% |