Cambridge Investment Research Advisors, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is WTMF and the CUSIP is 97717W125. A total of 51 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Cambridge Investment Research Advisors, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2023$661
+9.3%
19,705
+2.7%
0.00%0.0%
Q4 2022$605
-99.9%
19,182
+2.8%
0.00%
-25.0%
Q3 2022$642,000
-26.0%
18,655
-24.6%
0.00%
-20.0%
Q2 2022$868,000
-7.1%
24,726
-4.8%
0.01%
+25.0%
Q1 2022$934,000
+6.5%
25,970
+4.9%
0.00%0.0%
Q4 2021$877,000
-2.1%
24,754
+13.2%
0.00%0.0%
Q3 2021$896,000
-13.9%
21,865
-13.0%
0.00%
-20.0%
Q2 2021$1,041,000
-2.8%
25,140
-8.5%
0.01%
-16.7%
Q1 2021$1,071,000
+41.3%
27,484
+34.5%
0.01%
+50.0%
Q4 2020$758,000
+4.1%
20,437
-1.7%
0.00%
-20.0%
Q3 2020$728,000
+255.1%
20,790
+254.5%
0.01%
+150.0%
Q2 2020$205,000
-17.0%
5,865
-14.0%
0.00%0.0%
Q1 2020$247,000
-8.5%
6,818
-6.5%
0.00%0.0%
Q4 2019$270,000
-1.5%
7,293
+1.1%
0.00%0.0%
Q3 2019$274,000
-10.5%
7,212
-10.9%
0.00%
-33.3%
Q2 2019$306,000
-39.0%
8,090
-37.4%
0.00%
-40.0%
Q1 2019$502,000
-1.2%
12,915
-1.5%
0.01%
-16.7%
Q4 2018$508,000
-39.3%
13,110
-36.2%
0.01%
-25.0%
Q3 2018$837,000
+21.1%
20,535
+18.5%
0.01%
+14.3%
Q2 2018$691,000
+121.5%
17,334
+119.9%
0.01%
+75.0%
Q1 2018$312,000
+38.1%
7,881
+40.0%
0.00%
+33.3%
Q4 2017$226,000
+3.2%
5,631
+6.8%
0.00%
-66.7%
Q4 2013$219,000
-15.8%
5,273
-15.9%
0.01%
-18.2%
Q3 2013$260,000
+27.5%
6,273
+29.0%
0.01%
+10.0%
Q2 2013$204,0004,8640.01%
Other shareholders
WISDOMTREE TR shareholders Q2 2022
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