WISDOMTREE TR's ticker is and the CUSIP is 97717Y527. A total of 262 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,575,580 | +6.7% | 31,319 | +6.7% | 0.68% | +0.1% |
| Q1 2024 | $1,476,185 | +3.5% | 29,352 | +3.4% | 0.68% | -6.6% |
| Q4 2023 | $1,426,660 | -3.7% | 28,397 | -3.5% | 0.73% | -8.3% |
| Q3 2023 | $1,480,868 | -38.1% | 29,429 | -38.1% | 0.80% | -36.2% |
| Q2 2023 | $2,390,927 | -1.6% | 47,514 | -1.7% | 1.25% | -3.3% |
| Q1 2023 | $2,429,868 | -1.7% | 48,336 | -1.7% | 1.29% | -6.6% |
| Q4 2022 | $2,472,202 | -1.1% | 49,178 | -1.1% | 1.38% | -6.0% |
| Q3 2022 | $2,500,000 | -5.3% | 49,729 | -5.2% | 1.47% | -0.7% |
| Q2 2022 | $2,639,000 | – | 52,430 | – | 1.48% | – |
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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% |