WISDOMTREE TR's ticker is WTMF and the CUSIP is 97717W125. A total of 55 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $143,000 | +15.3% | 3,931 | +18.5% | 0.00% | – |
Q1 2024 | $124,000 | +7.8% | 3,318 | +1.3% | 0.00% | – |
Q4 2023 | $115,000 | -48.2% | 3,276 | -48.0% | 0.00% | – |
Q3 2023 | $222,000 | +14.4% | 6,297 | +13.5% | 0.00% | – |
Q2 2023 | $194,000 | +1.0% | 5,549 | -3.1% | 0.00% | – |
Q1 2023 | $192,000 | +9.1% | 5,726 | +2.3% | 0.00% | – |
Q4 2022 | $176,000 | -16.6% | 5,596 | -8.6% | 0.00% | – |
Q3 2022 | $211,000 | -33.2% | 6,123 | -31.9% | 0.00% | – |
Q2 2022 | $316,000 | -23.3% | 8,991 | -21.5% | 0.00% | – |
Q1 2022 | $412,000 | -2.6% | 11,457 | -4.0% | 0.00% | – |
Q4 2021 | $423,000 | +9.0% | 11,935 | +26.2% | 0.00% | – |
Q3 2021 | $388,000 | -8.5% | 9,460 | -7.7% | 0.00% | – |
Q2 2021 | $424,000 | +11.9% | 10,248 | +5.3% | 0.00% | – |
Q1 2021 | $379,000 | +33.0% | 9,736 | +26.8% | 0.00% | – |
Q4 2020 | $285,000 | -10.9% | 7,676 | -16.0% | 0.00% | – |
Q3 2020 | $320,000 | -37.9% | 9,140 | -37.9% | 0.00% | – |
Q2 2020 | $515,000 | -3.0% | 14,726 | +0.5% | 0.00% | – |
Q1 2020 | $531,000 | -94.6% | 14,660 | -94.5% | 0.00% | -100.0% |
Q4 2019 | $9,828,000 | -4.4% | 264,980 | -1.9% | 0.00% | 0.0% |
Q3 2019 | $10,278,000 | -4.0% | 270,045 | -4.7% | 0.00% | 0.0% |
Q2 2019 | $10,711,000 | -10.7% | 283,433 | -8.1% | 0.00% | -20.0% |
Q1 2019 | $11,997,000 | -30.3% | 308,524 | -30.5% | 0.01% | -37.5% |
Q4 2018 | $17,207,000 | +49.6% | 443,935 | +57.3% | 0.01% | +60.0% |
Q3 2018 | $11,505,000 | +8.4% | 282,247 | +6.0% | 0.01% | 0.0% |
Q2 2018 | $10,611,000 | +3.3% | 266,351 | +2.6% | 0.01% | 0.0% |
Q1 2018 | $10,269,000 | +25.5% | 259,724 | +27.1% | 0.01% | +25.0% |
Q4 2017 | $8,182,000 | +7.0% | 204,307 | +3.6% | 0.00% | 0.0% |
Q3 2017 | $7,650,000 | +1.0% | 197,275 | +1.6% | 0.00% | 0.0% |
Q2 2017 | $7,578,000 | -2.9% | 194,258 | -0.9% | 0.00% | 0.0% |
Q1 2017 | $7,802,000 | -42.5% | 196,027 | -40.1% | 0.00% | -42.9% |
Q4 2016 | $13,578,000 | +0.6% | 327,496 | +2.1% | 0.01% | -12.5% |
Q3 2016 | $13,496,000 | +1.6% | 320,812 | +2.7% | 0.01% | 0.0% |
Q2 2016 | $13,280,000 | +1.6% | 312,387 | +0.1% | 0.01% | 0.0% |
Q1 2016 | $13,068,000 | +2.1% | 312,091 | +1.9% | 0.01% | 0.0% |
Q4 2015 | $12,793,000 | +1.5% | 306,151 | +0.6% | 0.01% | -11.1% |
Q3 2015 | $12,605,000 | -4.8% | 304,190 | -2.0% | 0.01% | 0.0% |
Q2 2015 | $13,245,000 | +1.3% | 310,245 | +5.0% | 0.01% | 0.0% |
Q1 2015 | $13,078,000 | +3.9% | 295,369 | +2.2% | 0.01% | +12.5% |
Q4 2014 | $12,589,000 | +10.7% | 288,929 | +10.8% | 0.01% | 0.0% |
Q3 2014 | $11,374,000 | +22.0% | 260,839 | +16.9% | 0.01% | +33.3% |
Q2 2014 | $9,324,000 | +16.0% | 223,225 | +14.0% | 0.01% | 0.0% |
Q1 2014 | $8,040,000 | +19.8% | 195,760 | +21.1% | 0.01% | +20.0% |
Q4 2013 | $6,710,000 | +13.5% | 161,712 | +13.4% | 0.01% | 0.0% |
Q3 2013 | $5,914,000 | +19.5% | 142,636 | +20.6% | 0.01% | +25.0% |
Q2 2013 | $4,951,000 | – | 118,267 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
BADGLEY PHELPS & BELL INC | 68,683 | $2,850,000 | 0.30% |
Compass Efficient Model Portfolios, LLC | 176 | $7,000 | 0.26% |
WFG Advisors, LP | 34,677 | $1,439,000 | 0.20% |
3D ASSET MANAGEMENT, INC | 13,311 | $552,000 | 0.17% |
Advisors Preferred, LLC | 7,147 | $296,000 | 0.16% |
VSR Financial Services, Inc. | 49,572 | $2,056,000 | 0.16% |
Private Ocean, LLC | 4,341 | $180,000 | 0.14% |
Prospera Financial Services Inc | 7,850 | $326,000 | 0.11% |
Accuvest Global Advisors | 11,637 | $483,000 | 0.11% |
Brinker Capital Investments, LLC | 64,300 | $2,668,000 | 0.10% |