WISDOMTREE TR's ticker is and the CUSIP is 97717Y527. A total of 345 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 2.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $1,956,455 | +48.5% | 38,888 | +48.4% | 0.16% | +45.4% |
Q1 2024 | $1,317,749 | -77.7% | 26,203 | -77.7% | 0.11% | -79.9% |
Q4 2023 | $5,906,667 | -0.8% | 117,569 | -0.6% | 0.54% | -8.2% |
Q3 2023 | $5,952,001 | +1.9% | 118,283 | +1.9% | 0.59% | +8.3% |
Q2 2023 | $5,839,686 | +0.9% | 116,051 | +0.8% | 0.54% | +2.7% |
Q1 2023 | $5,789,395 | +0.3% | 115,166 | +0.3% | 0.53% | -1.1% |
Q4 2022 | $5,772,504 | – | 114,830 | – | 0.53% | – |
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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% |