WISDOMTREE TR's ticker is and the CUSIP is 97717Y527. A total of 379 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 | ||||
---|---|---|---|---|---|---|
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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Summit Trail Advisors, LLC | 19,575,035 | $985,015,769 | 37.17% |
MOULTON WEALTH MANAGEMENT, INC | 371,735 | $18,705,692 | 33.10% |
SYKON CAPITAL LLC | 778,869 | $39,192,688 | 27.04% |
Lunt Capital Management, Inc. | 986,442 | $49,637,761 | 26.79% |
Mason & Associates Inc | 1,549,739 | $77,982,846 | 23.01% |
STAPP WEALTH MANAGEMENT, PLLC | 225,801 | $11,362,306 | 22.50% |
BIP Wealth, LLC | 5,453,908 | $274,440,708 | 22.45% |
Carmel Capital Partners, LLC | 740,113 | $37,242,466 | 19.19% |
Cardinal Point Capital Management ULC | 1,248,979 | $62,848,579 | 18.92% |
Sanchez Wealth Management Group | 839,185 | $42,227,742 | 17.10% |