WISDOMTREE TR's ticker is and the CUSIP is 97717Y527. A total of 148 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,832,957 | +1.5% | 36,426 | +1.5% | 0.85% | -4.4% |
Q2 2023 | $1,805,784 | -25.2% | 35,886 | -25.3% | 0.89% | -34.0% |
Q1 2023 | $2,414,016 | -10.6% | 48,021 | -10.6% | 1.35% | -16.3% |
Q4 2022 | $2,699,248 | -17.9% | 53,695 | -17.9% | 1.62% | -20.7% |
Q3 2022 | $3,289,000 | +17.9% | 65,415 | +18.1% | 2.04% | +20.7% |
Q2 2022 | $2,789,000 | +14.5% | 55,407 | +14.4% | 1.69% | +26.9% |
Q1 2022 | $2,435,000 | – | 48,434 | – | 1.33% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Summit Trail Advisors, LLC | 20,509,745 | $1,032,050,382 | 37.96% |
MOULTON WEALTH MANAGEMENT, INC | 392,611 | $19,783,430 | 29.13% |
Lunt Capital Management, Inc. | 1,034,991 | $52,080,747 | 27.46% |
STAPP WEALTH MANAGEMENT, PLLC | 275,779 | $13,877,199 | 26.72% |
Cardinal Point Capital Management ULC | 1,801,268 | $90,639,783 | 23.71% |
BIP Wealth, LLC | 4,477,215 | $225,293,477 | 20.71% |
Titan Capital Management, LLC /TX | 294,665 | $14,827,543 | 19.97% |
Sanchez Wealth Management Group | 964,487 | $48,532,986 | 19.58% |
Mason & Associates Inc | 1,193,262 | $60,044,938 | 19.22% |
Carmel Capital Partners, LLC | 799,364 | $40,224,003 | 18.05% |