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 | $3,763,138 | -0.5% | 74,799 | -0.5% | 0.94% | -7.1% |
Q1 2024 | $3,781,401 | -1.5% | 75,192 | -1.6% | 1.01% | -10.0% |
Q4 2023 | $3,837,728 | -4.7% | 76,388 | -4.5% | 1.12% | -18.1% |
Q3 2023 | $4,026,491 | +0.2% | 80,018 | +0.2% | 1.37% | +2.6% |
Q2 2023 | $4,018,272 | +8.2% | 79,854 | +8.1% | 1.33% | +3.2% |
Q1 2023 | $3,713,514 | -78.7% | 73,871 | -78.7% | 1.29% | -79.1% |
Q4 2022 | $17,429,514 | -48.8% | 346,718 | -48.8% | 6.17% | -60.6% |
Q3 2022 | $34,062,000 | +0.7% | 677,455 | +0.8% | 15.68% | +12.9% |
Q2 2022 | $33,839,000 | – | 672,351 | – | 13.89% | – |
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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% |