WISDOMTREE TR's ticker is and the CUSIP is 97717Y527. A total of 10 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $60,044,938 | -23.0% | 1,193,262 | -23.0% | 19.22% | -16.5% |
Q2 2023 | $77,982,846 | +2.8% | 1,549,739 | +2.7% | 23.01% | -0.8% |
Q1 2023 | $75,858,586 | +14.3% | 1,509,023 | +14.3% | 23.20% | +9.6% |
Q4 2022 | $66,354,389 | +65.1% | 1,319,960 | +65.2% | 21.18% | +48.8% |
Q3 2022 | $40,182,000 | +15.0% | 799,174 | +15.1% | 14.23% | +15.9% |
Q2 2022 | $34,939,000 | – | 694,193 | – | 12.27% | – |
Download |
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% |