WISDOMTREE TR's ticker is and the CUSIP is 97717Y527. A total of 284 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 2.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $161,712 | -68.4% | 3,214 | -68.4% | 0.00% | -100.0% |
Q1 2024 | $510,955 | -7.2% | 10,160 | -7.3% | 0.00% | 0.0% |
Q4 2023 | $550,687 | -38.3% | 10,961 | -38.2% | 0.00% | 0.0% |
Q3 2023 | $892,023 | +34.6% | 17,727 | +34.6% | 0.00% | 0.0% |
Q2 2023 | $662,815 | +6.1% | 13,172 | +6.0% | 0.00% | 0.0% |
Q1 2023 | $624,504 | +27.0% | 12,423 | +27.0% | 0.00% | 0.0% |
Q4 2022 | $491,591 | +241.4% | 9,779 | +240.4% | 0.00% | – |
Q3 2022 | $144,000 | -0.7% | 2,873 | 0.0% | 0.00% | – |
Q2 2022 | $145,000 | – | 2,873 | – | 0.00% | – |
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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% |