WISDOMTREE TR's ticker is and the CUSIP is 97717Y527. A total of 386 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 2.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $41,983,971 | +4.0% | 834,505 | +3.9% | 0.64% | +2.2% |
| Q1 2024 | $40,376,568 | -30.7% | 802,875 | -30.7% | 0.63% | -37.7% |
| Q4 2023 | $58,237,822 | -3.5% | 1,159,192 | -3.3% | 1.00% | -13.1% |
| Q3 2023 | $60,329,398 | +5.0% | 1,198,915 | +5.0% | 1.16% | +11.9% |
| Q2 2023 | $57,483,025 | +3.0% | 1,142,349 | +2.9% | 1.03% | -3.4% |
| Q1 2023 | $55,784,359 | +40.7% | 1,109,695 | +40.7% | 1.07% | +31.8% |
| Q4 2022 | $39,639,214 | +34.8% | 788,526 | +34.8% | 0.81% | +29.3% |
| Q3 2022 | $29,403,000 | +56.8% | 584,783 | +57.0% | 0.63% | +66.1% |
| Q2 2022 | $18,750,000 | +580.1% | 372,550 | +579.6% | 0.38% | +740.0% |
| Q1 2022 | $2,757,000 | – | 54,823 | – | 0.04% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kiely Wealth Advisory Group, Inc. | 1,660,840 | $83,606,673 | 46.07% |
| STAPP WEALTH MANAGEMENT, PLLC | 319,414 | $16,069,718 | 27.85% |
| Summit Trail Advisors, LLC | 20,290,437 | $1,020,811,900 | 26.83% |
| MOULTON WEALTH MANAGEMENT, INC | 472,077 | $23,787,960 | 21.56% |
| Stonekeep Investments, LLC | 526,254 | $26,475,839 | 21.47% |
| BIP Wealth, LLC | 5,178,972 | $260,554,169 | 21.34% |
| Lauer Wealth, LLC | 503,780 | $25,390,511 | 20.01% |
| Titan Manages, LLC | 246,142 | $12,383,404 | 19.45% |
| Cassia Capital Partners, LLC | 555,011 | $27,922,624 | 18.41% |
| Lunt Capital Management, Inc. | 716,577 | $36,050,989 | 17.77% |