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 | $20,576,991 | +11.2% | 409,004 | +11.1% | 10.83% | +3.5% |
Q1 2024 | $18,508,229 | +9.9% | 368,030 | +9.8% | 10.46% | -4.2% |
Q4 2023 | $16,839,242 | +3.3% | 335,176 | +3.4% | 10.92% | -5.0% |
Q3 2023 | $16,304,183 | +4.3% | 324,010 | +4.3% | 11.49% | +3.8% |
Q2 2023 | $15,630,298 | +5.9% | 310,618 | +5.8% | 11.07% | -8.1% |
Q1 2023 | $14,752,888 | +3.4% | 293,473 | +3.4% | 12.04% | -15.0% |
Q4 2022 | $14,266,727 | – | 283,802 | – | 14.17% | – |
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% |