WISDOMTREE TR's ticker is and the CUSIP is 97717Y527. A total of 148 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $47,560,653 | -45.0% | 945,164 | -45.0% | 0.67% | -40.6% |
| Q2 2023 | $86,546,475 | +5.0% | 1,719,922 | +4.9% | 1.14% | -6.6% |
| Q1 2023 | $82,458,333 | +4.7% | 1,640,309 | +4.7% | 1.22% | +4.2% |
| Q4 2022 | $78,747,151 | -6.4% | 1,566,484 | -6.4% | 1.17% | +3.9% |
| Q3 2022 | $84,141,000 | +14.3% | 1,673,450 | +14.4% | 1.12% | +14.4% |
| Q2 2022 | $73,639,000 | +5.3% | 1,463,130 | +5.2% | 0.98% | +30.6% |
| Q1 2022 | $69,920,000 | – | 1,390,604 | – | 0.75% | – |
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% |