WISDOMTREE TR's ticker is and the CUSIP is 97717Y527. A total of 436 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is 0.02 and the average weighting 1.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $1,791,419 | +2.8% | 35,608 | +2.8% | 0.54% | -13.4% |
Q1 2024 | $1,742,244 | +6.0% | 34,644 | +5.9% | 0.62% | -5.6% |
Q4 2023 | $1,643,777 | +2.8% | 32,718 | +3.0% | 0.66% | +129.9% |
Q3 2023 | $1,598,562 | +43.6% | 31,768 | +43.6% | 0.29% | +44.7% |
Q2 2023 | $1,113,522 | – | 22,129 | – | 0.20% | – |
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% |