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%.
| 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% |
| SYKON CAPITAL LLC | 792,054 | $39,856,157 | 17.07% |
| American Planning Services, Inc. | 493,084 | $24,811,962 | 16.49% |
| Private Wealth Strategies, L.L.C. | 1,254,022 | $63,102,407 | 15.75% |
| Team Financial Group, LLC | 332,258 | $16,719,221 | 13.81% |
| Vertex Planning Partners, LLC | 764,325 | $38,460,845 | 13.24% |
| 3EDGE Asset Management, LP | 3,380,404 | $170,237,130 | 13.03% |
| Disciplina Capital Management LLC | 1,195,803 | $60,172,786 | 12.44% |
| CONTINUUM WEALTH ADVISORS, LLC | 324,010 | $16,304,183 | 11.49% |
| Fortune 45 LLC | 201,097 | $10,119,202 | 10.13% |
| Almanack Investment Partners, LLC. | 1,026,606 | $51,658,793 | 10.00% |
This page lists WISDOMTREE TR's shareholders in Q3 2023. To view WISDOMTREE TR's shareholder history, click here.