WISDOMTREE TR's ticker is and the CUSIP is 97717Y527. A total of 261 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,399,525,343 | -14.1% | 27,812,507 | -14.1% | 0.15% | -9.9% |
| Q2 2023 | $1,629,896,177 | -1.2% | 32,390,624 | -1.3% | 0.17% | +1.2% |
| Q1 2023 | $1,649,467,068 | +6.7% | 32,812,156 | +6.7% | 0.17% | -4.0% |
| Q4 2022 | $1,545,592,847 | +57.2% | 30,745,829 | +57.2% | 0.18% | +49.2% |
| Q3 2022 | $983,322,000 | +17.6% | 19,556,912 | +17.7% | 0.12% | +24.2% |
| Q2 2022 | $835,970,000 | +39.3% | 16,609,770 | +39.2% | 0.10% | +63.8% |
| Q1 2022 | $600,142,000 | – | 11,935,988 | – | 0.06% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Summit Trail Advisors, LLC | 19,575,035 | $985,015,769 | 37.17% |
| MOULTON WEALTH MANAGEMENT, INC | 371,735 | $18,705,692 | 33.10% |
| SYKON CAPITAL LLC | 778,869 | $39,192,688 | 27.04% |
| Lunt Capital Management, Inc. | 986,442 | $49,637,761 | 26.79% |
| Mason & Associates Inc | 1,549,739 | $77,982,846 | 23.01% |
| STAPP WEALTH MANAGEMENT, PLLC | 225,801 | $11,362,306 | 22.50% |
| BIP Wealth, LLC | 5,453,908 | $274,440,708 | 22.45% |
| Carmel Capital Partners, LLC | 740,113 | $37,242,466 | 19.19% |
| Cardinal Point Capital Management ULC | 1,248,979 | $62,848,579 | 18.92% |
| Sanchez Wealth Management Group | 839,185 | $42,227,742 | 17.10% |