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 | $10,371,454 | +246.8% | 205,416 | +245.7% | 3.19% | +186.5% |
| Q2 2023 | $2,990,316 | -0.6% | 59,426 | -0.7% | 1.12% | -14.8% |
| Q1 2023 | $3,007,151 | -6.6% | 59,820 | -6.6% | 1.31% | -20.3% |
| Q4 2022 | $3,217,984 | +8.8% | 64,014 | +8.8% | 1.64% | -10.3% |
| Q3 2022 | $2,958,000 | +12.7% | 58,823 | +12.8% | 1.83% | +15.4% |
| Q2 2022 | $2,625,000 | – | 52,154 | – | 1.59% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Services Advisory Inc | 196,825 | $9,906,000 | 40.48% |
| 3EDGE Asset Management, LP | 10,357,545 | $521,295,000 | 38.89% |
| Summit Trail Advisors, LLC | 7,931,880 | $399,212,000 | 24.68% |
| New Perspectives, Inc | 401,803 | $20,222,735 | 16.47% |
| Titan Capital Management, LLC /TX | 294,775 | $14,836,000 | 14.78% |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 672,351 | $33,839,000 | 13.89% |
| Cardinal Point Wealth Management Partners, LLC | 560,375 | $28,204,000 | 13.52% |
| Mason & Associates Inc | 694,193 | $34,939,000 | 12.27% |
| Inspire Investing, LLC | 1,775,752 | $89,374,000 | 11.86% |
| Knowledge Leaders Capital, LLC | 241,520 | $12,156,000 | 11.77% |