WISDOMTREE TR's ticker is and the CUSIP is 97717Y527. A total of 386 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,040,403 | +5.8% | 40,557 | +5.8% | 0.47% | +8.1% |
| Q1 2024 | $1,927,878 | -13.8% | 38,335 | -13.9% | 0.43% | -18.6% |
| Q4 2023 | $2,235,831 | +7.7% | 44,503 | +7.9% | 0.53% | -8.9% |
| Q3 2023 | $2,076,020 | +1.1% | 41,255 | +1.1% | 0.58% | -68.5% |
| Q2 2023 | $2,054,181 | +21.7% | 40,824 | +24.5% | 1.86% | +82.2% |
| Q1 2023 | $1,688,073 | -35.4% | 32,779 | -36.9% | 1.02% | +31.8% |
| Q4 2022 | $2,612,127 | +44.9% | 51,962 | +44.9% | 0.77% | +31.9% |
| Q3 2022 | $1,803,000 | +368.3% | 35,855 | +368.3% | 0.59% | +338.1% |
| Q2 2022 | $385,000 | – | 7,656 | – | 0.13% | – |
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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% |