LPL Financial LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is WTMF and the CUSIP is 97717W125. A total of 48 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
LPL Financial LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$6,681,153
+14.2%
189,750
+13.5%
0.01%
+25.0%
Q2 2023$5,850,043
+6.7%
167,211
+2.3%
0.00%0.0%
Q1 2023$5,483,107
+25.3%
163,391
+17.8%
0.00%0.0%
Q4 2022$4,374,819
+563.9%
138,729
+625.0%
0.00%
+300.0%
Q3 2022$659,000
+23.6%
19,135
+26.1%
0.00%0.0%
Q2 2022$533,000
+36.0%
15,174
+39.2%
0.00%
Q1 2022$392,000
-30.2%
10,901
-31.3%
0.00%
Q4 2021$562,000
-37.8%
15,862
-28.0%
0.00%
-100.0%
Q3 2021$903,000
+7.6%
22,038
+8.8%
0.00%0.0%
Q2 2021$839,000
+26.5%
20,264
+19.2%
0.00%0.0%
Q1 2021$663,000
-51.1%
17,006
-51.4%
0.00%
-75.0%
Q4 2018$1,356,000
+290.8%
34,982
+310.4%
0.00%
+300.0%
Q3 2018$347,000
+43.4%
8,524
+40.3%
0.00%0.0%
Q2 2018$242,000
+14.7%
6,074
+11.6%
0.00%0.0%
Q3 2017$211,000
-45.5%
5,444
-44.2%
0.00%
-66.7%
Q1 2017$387,000
+12.2%
9,752
+15.9%
0.00%0.0%
Q4 2016$345,000
+48.1%
8,415
+52.1%
0.00%
+200.0%
Q1 2016$233,000
-5.7%
5,532
-6.2%
0.00%0.0%
Q4 2015$247,000
+22.9%
5,898
+29.2%
0.00%0.0%
Q1 2015$201,000
-0.5%
4,565
-1.4%
0.00%0.0%
Q3 2014$202,000
-2.9%
4,631
-7.5%
0.00%0.0%
Q4 2013$208,000
+1.0%
5,006
+1.2%
0.00%0.0%
Q3 2013$206,000
-16.9%
4,947
-16.6%
0.00%
-50.0%
Q2 2013$248,0005,9290.00%
Other shareholders
WISDOMTREE TR shareholders Q4 2021
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