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 | $1,194,171 | -89.4% | 23,736 | -89.4% | 0.53% | -90.3% |
| Q3 2023 | $11,241,351 | +1398.7% | 223,397 | +2774.8% | 5.51% | +1753.9% |
| Q1 2023 | $750,087 | -98.2% | 7,771 | -99.0% | 0.30% | -98.0% |
| Q4 2022 | $40,644,424 | +10.0% | 808,523 | +10.0% | 15.22% | +11.5% |
| Q3 2022 | $36,963,000 | +123110.0% | 735,153 | +122425.5% | 13.65% | +23037.3% |
| Q2 2022 | $30,000 | -99.0% | 600 | -99.0% | 0.06% | -92.2% |
| Q1 2022 | $2,890,000 | – | 57,484 | – | 0.76% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kiely Wealth Advisory Group, Inc. | 1,660,840 | $83,606,673 | 46.07% |
| STAPP WEALTH MANAGEMENT, PLLC | 319,414 | $16,069,718 | 27.85% |
| Summit Trail Advisors, LLC | 20,290,437 | $1,020,811,900 | 26.83% |
| MOULTON WEALTH MANAGEMENT, INC | 472,077 | $23,787,960 | 21.56% |
| Stonekeep Investments, LLC | 526,254 | $26,475,839 | 21.47% |
| BIP Wealth, LLC | 5,178,972 | $260,554,169 | 21.34% |
| Lauer Wealth, LLC | 503,780 | $25,390,511 | 20.01% |
| Titan Manages, LLC | 246,142 | $12,383,404 | 19.45% |
| Cassia Capital Partners, LLC | 555,011 | $27,922,624 | 18.41% |
| Lunt Capital Management, Inc. | 716,577 | $36,050,989 | 17.77% |