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 | $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 ↓ |
|---|---|---|---|
| Financial Services Advisory Inc | 196,825 | $9,906,000 | 40.48% |
| 3EDGE Asset Management, LP | 10,357,545 | $521,295,000 | 38.89% |
| Summit Trail Advisors, LLC | 7,931,880 | $399,212,000 | 24.68% |
| New Perspectives, Inc | 401,803 | $20,222,735 | 16.47% |
| Titan Capital Management, LLC /TX | 294,775 | $14,836,000 | 14.78% |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 672,351 | $33,839,000 | 13.89% |
| Cardinal Point Wealth Management Partners, LLC | 560,375 | $28,204,000 | 13.52% |
| Mason & Associates Inc | 694,193 | $34,939,000 | 12.27% |
| Inspire Investing, LLC | 1,775,752 | $89,374,000 | 11.86% |
| Knowledge Leaders Capital, LLC | 241,520 | $12,156,000 | 11.77% |