New Perspectives, Inc - WISDOMTREE TR ownership

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
New Perspectives, Inc ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2022$21,920,738
+109312.2%
436,060
+9.4%
16.81%
-2.6%
Q3 2022$20,035
-99.9%
398,469
-0.8%
17.25%
+4.7%
Q2 2022$20,222,735
-3.5%
401,803
-3.6%
16.47%
+9.1%
Q1 2022$20,956,000416,79515.10%
Other shareholders
WISDOMTREE TR shareholders Q4 2022
NameSharesValueWeighting ↓
Summit Trail Advisors, LLC 20,509,745$1,032,050,38237.96%
MOULTON WEALTH MANAGEMENT, INC 392,611$19,783,43029.13%
Lunt Capital Management, Inc. 1,034,991$52,080,74727.46%
STAPP WEALTH MANAGEMENT, PLLC 275,779$13,877,19926.72%
Cardinal Point Capital Management ULC 1,801,268$90,639,78323.71%
BIP Wealth, LLC 4,477,215$225,293,47720.71%
Titan Capital Management, LLC /TX 294,665$14,827,54319.97%
Sanchez Wealth Management Group 964,487$48,532,98619.58%
Mason & Associates Inc 1,193,262$60,044,93819.22%
Carmel Capital Partners, LLC 799,364$40,224,00318.05%
View complete list of WISDOMTREE TR shareholders