PRIVATE TRUST CO NA - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is WTMF and the CUSIP is 97717W125. A total of 45 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
PRIVATE TRUST CO NA ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$31,337
+0.6%
8900.0%0.00%0.0%
Q2 2023$31,138
+4.3%
8900.0%0.00%0.0%
Q1 2023$29,867
+99456.7%
890
-6.5%
0.00%0.0%
Q4 2022$30
-99.9%
952
+2.1%
0.00%
-20.0%
Q3 2022$32,000
+3.2%
932
+4.7%
0.01%0.0%
Q2 2022$31,0008900.01%
Other shareholders
WISDOMTREE TR shareholders Q4 2022
NameSharesValueWeighting ↓
FOCUS Wealth Advisors, LLC 121,367$3,827,3082.65%
Empirical Asset Management, LLC 57,141$1,801,9531.90%
O'Dell Group, LLC 133,738$4,217,4251.49%
Cardinal Point Capital Management ULC 127,532$4,021,7221.39%
KLR INVESTMENT ADVISORS, LLC 30,674$967,3170.80%
Twelve Points Wealth Management LLC 31,854$1,004,5130.68%
Endowment Wealth Management, Inc. 18,217$574,4720.63%
Efficient Advisors, LLC 135,830$4,283,4060.44%
Cambria Investment Management, L.P. 92,365$2,913,1970.24%
Truadvice, LLC 11,724$373,4090.20%
View complete list of WISDOMTREE TR shareholders