WISDOMTREE TR's ticker is and the CUSIP is 97717Y527. A total of 466 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $4,632,258 | -77.5% | 92,056 | -77.5% | 0.00% | -75.0% |
Q1 2023 | $20,582,046 | -45.9% | 409,430 | -45.9% | 0.00% | -55.6% |
Q4 2022 | $38,072,487 | +45.3% | 757,360 | +45.4% | 0.01% | +50.0% |
Q3 2022 | $26,194,000 | -42.0% | 520,969 | -42.0% | 0.01% | -40.0% |
Q2 2022 | $45,172,000 | +269.0% | 897,500 | +268.7% | 0.01% | +233.3% |
Q1 2022 | $12,241,000 | – | 243,449 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Summit Trail Advisors, LLC | 20,509,745 | $1,032,050,382 | 37.96% |
MOULTON WEALTH MANAGEMENT, INC | 392,611 | $19,783,430 | 29.13% |
Lunt Capital Management, Inc. | 1,034,991 | $52,080,747 | 27.46% |
STAPP WEALTH MANAGEMENT, PLLC | 275,779 | $13,877,199 | 26.72% |
Cardinal Point Capital Management ULC | 1,801,268 | $90,639,783 | 23.71% |
BIP Wealth, LLC | 4,477,215 | $225,293,477 | 20.71% |
Titan Capital Management, LLC /TX | 294,665 | $14,827,543 | 19.97% |
Sanchez Wealth Management Group | 964,487 | $48,532,986 | 19.58% |
Mason & Associates Inc | 1,193,262 | $60,044,938 | 19.22% |
Carmel Capital Partners, LLC | 799,364 | $40,224,003 | 18.05% |