PRIVATE TRUST CO NA - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is WTMF and the CUSIP is 97717W125. A total of 42 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

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 Q1 2023
NameSharesValueWeighting ↓
Empirical Asset Management, LLC 72,556$2,554,7272.23%
O'Dell Group, LLC 144,600$5,091,4061.55%
Cardinal Point Capital Management ULC 140,657$4,952,5751.30%
Cambria Investment Management, L.P. 420,635$14,810,6691.20%
KLR INVESTMENT ADVISORS, LLC 32,640$1,095,3531.00%
Avestar Capital, LLC 197,573$6,956,6050.99%
Austin Wealth Management, LLC 75,841$2,627,5040.81%
Twelve Points Wealth Management LLC 41,062$1,445,8010.72%
Endowment Wealth Management, Inc. 17,867$629,0870.56%
Truadvice, LLC 30,646$1,049,3220.41%
View complete list of WISDOMTREE TR shareholders