WISDOMTREE TR's ticker is and the CUSIP is 97717Y527. A total of 341 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 2.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $97,615,818 | +32.4% | 1,939,901 | +32.4% | 0.96% | +30.1% |
| Q2 2023 | $73,745,520 | -13.9% | 1,465,531 | -14.0% | 0.74% | -20.5% |
| Q1 2023 | $85,622,079 | -14.2% | 1,703,244 | -14.2% | 0.93% | +4.6% |
| Q4 2022 | $99,815,157 | -99.7% | 1,985,581 | +43.7% | 0.89% | +138.4% |
| Q3 2022 | $34,769,735,000 | +162832.2% | 1,381,668 | +225.9% | 0.37% | +69.9% |
| Q2 2022 | $21,340,000 | +382.6% | 424,007 | +382.1% | 0.22% | +376.1% |
| Q1 2022 | $4,422,000 | – | 87,949 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Summit Trail Advisors, LLC | 19,575,035 | $985,015,769 | 37.17% |
| MOULTON WEALTH MANAGEMENT, INC | 371,735 | $18,705,692 | 33.10% |
| SYKON CAPITAL LLC | 778,869 | $39,192,688 | 27.04% |
| Lunt Capital Management, Inc. | 986,442 | $49,637,761 | 26.79% |
| Mason & Associates Inc | 1,549,739 | $77,982,846 | 23.01% |
| STAPP WEALTH MANAGEMENT, PLLC | 225,801 | $11,362,306 | 22.50% |
| BIP Wealth, LLC | 5,453,908 | $274,440,708 | 22.45% |
| Carmel Capital Partners, LLC | 740,113 | $37,242,466 | 19.19% |
| Cardinal Point Capital Management ULC | 1,248,979 | $62,848,579 | 18.92% |
| Sanchez Wealth Management Group | 839,185 | $42,227,742 | 17.10% |