WISDOMTREE TR's ticker is and the CUSIP is 97717Y527. A total of 341 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 2.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,159,565 | -28.4% | 122,124 | -28.5% | 0.31% | -72.2% |
| Q2 2023 | $8,604,592 | +21.0% | 170,760 | +20.7% | 1.11% | +209.8% |
| Q1 2023 | $7,112,041 | -2.5% | 141,477 | -2.5% | 0.36% | +5.6% |
| Q4 2022 | $7,291,114 | +19.1% | 145,039 | +19.3% | 0.34% | -4.5% |
| Q2 2022 | $6,121,000 | +72.0% | 121,614 | +71.9% | 0.35% | +172.3% |
| Q1 2022 | $3,558,000 | – | 70,758 | – | 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% |