WISDOMTREE TR's ticker is and the CUSIP is 97717Y550.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $758,596 | -10.9% | 36,642 | +4.5% | 0.21% | -72.2% |
| Q2 2023 | $851,735 | +23.4% | 35,071 | +16.7% | 0.77% | +275.6% |
| Q4 2022 | $690,430 | +33.8% | 30,055 | +7.7% | 0.20% | +22.0% |
| Q3 2022 | $516,000 | +22.9% | 27,916 | +50.7% | 0.17% | +15.1% |
| Q2 2022 | $420,000 | +95.3% | 18,524 | +184.1% | 0.15% | +80.2% |
| Q1 2022 | $215,000 | – | 6,521 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fermata Advisors, LLC | 36,642 | $758,596 | 0.21% |
| Kestra Advisory Services, LLC | 11,683 | $241,816 | 0.00% |
| JANE STREET GROUP, LLC | 55,813 | $1,155,223 | 0.00% |
| IFP Advisors, Inc | 165 | $3,415 | 0.00% |
| OSAIC HOLDINGS, INC. | 250 | $5,174 | 0.00% |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% |
| BANK OF MONTREAL /CAN/ | 1,556 | $36,519 | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 34,429 | $712,615 | 0.00% |