WISDOMTREE TR's ticker is and the CUSIP is 97717Y527. A total of 10 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 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% |