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 ↓
Cambria Investment Management, L.P. 134,993$5,007,0001.70%
O'Dell Group, LLC 97,181$3,605,0001.40%
Efficient Advisors, LLC 232,016$8,606,0001.31%
IAG Wealth Partners, LLC 26,908$999,0000.41%
Advisors Preferred, LLC 28,826$1,070,0000.20%
Perigon Wealth Management, LLC 32,441$1,203,0000.14%
Almanack Investment Partners, LLC. 23,804$883,0000.10%
Jacobi Capital Management LLC 14,813$549,0000.09%
CX Institutional 23,324$865,0000.08%
Cedar Brook Financial Partners, LLC 5,754$213,0000.08%
View complete list of WISDOMTREE TR shareholders