WISDOMTREE TR's ticker is and the CUSIP is 97717Y527. A total of 436 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is 0.02 and the average weighting 1.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $25,390,511 | +54.5% | 503,780 | +54.5% | 20.01% | +40.2% |
Q1 2024 | $16,435,804 | +39.1% | 325,978 | +39.1% | 14.28% | +30.4% |
Q4 2023 | $11,816,814 | +142.7% | 234,414 | +142.8% | 10.94% | +108.2% |
Q3 2023 | $4,869,642 | +50.0% | 96,562 | +49.6% | 5.26% | +56.6% |
Q2 2023 | $3,247,259 | – | 64,545 | – | 3.36% | – |
Download |
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% |