WISDOMTREE TR's ticker is and the CUSIP is 97717Y527. A total of 148 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $10,590,492 | -16.8% | 210,463 | -16.9% | 9.57% | -11.1% |
Q2 2023 | $12,732,623 | +31.7% | 253,184 | +31.6% | 10.76% | +8.7% |
Q1 2023 | $9,666,759 | +21.3% | 192,373 | +21.5% | 9.90% | +9.6% |
Q4 2022 | $7,966,770 | -9.9% | 158,354 | -10.1% | 9.03% | -15.2% |
Q3 2022 | $8,847,000 | +88.2% | 176,065 | +88.6% | 10.65% | +81.8% |
Q2 2022 | $4,700,000 | +24.2% | 93,330 | +24.0% | 5.86% | +29.7% |
Q1 2022 | $3,784,000 | – | 75,252 | – | 4.52% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Summit Trail Advisors, LLC | 20,509,745 | $1,032,050,382 | 37.96% |
MOULTON WEALTH MANAGEMENT, INC | 392,611 | $19,783,430 | 29.13% |
Lunt Capital Management, Inc. | 1,034,991 | $52,080,747 | 27.46% |
STAPP WEALTH MANAGEMENT, PLLC | 275,779 | $13,877,199 | 26.72% |
Cardinal Point Capital Management ULC | 1,801,268 | $90,639,783 | 23.71% |
BIP Wealth, LLC | 4,477,215 | $225,293,477 | 20.71% |
Titan Capital Management, LLC /TX | 294,665 | $14,827,543 | 19.97% |
Sanchez Wealth Management Group | 964,487 | $48,532,986 | 19.58% |
Mason & Associates Inc | 1,193,262 | $60,044,938 | 19.22% |
Carmel Capital Partners, LLC | 799,364 | $40,224,003 | 18.05% |