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 ↓ |
---|---|---|---|
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% |