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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,810,669 | -6.3% | 420,635 | -6.9% | 1.20% | -8.6% |
| Q2 2023 | $15,808,632 | +389.3% | 451,846 | +369.3% | 1.32% | +392.5% |
| Q1 2023 | $3,231,082 | +10.9% | 96,278 | +4.2% | 0.27% | +9.4% |
| Q4 2022 | $2,913,197 | -4.7% | 92,365 | +4.0% | 0.24% | -26.1% |
| Q3 2022 | $3,058,000 | -8.4% | 88,824 | -6.6% | 0.33% | -23.8% |
| Q2 2022 | $3,337,000 | -36.0% | 95,057 | -34.4% | 0.43% | -34.8% |
| Q1 2022 | $5,210,000 | +12.1% | 144,898 | +10.5% | 0.66% | -14.8% |
| Q4 2021 | $4,646,000 | -15.3% | 131,114 | -2.1% | 0.78% | -22.5% |
| Q3 2021 | $5,488,000 | -1.1% | 133,877 | -0.0% | 1.00% | +5.5% |
| Q2 2021 | $5,547,000 | +7.6% | 133,919 | +1.2% | 0.95% | -7.1% |
| Q1 2021 | $5,157,000 | +3.0% | 132,325 | -2.0% | 1.03% | -39.8% |
| Q4 2020 | $5,007,000 | +6.8% | 134,993 | +0.8% | 1.70% | -1.9% |
| Q3 2020 | $4,689,000 | -2.3% | 133,934 | -2.4% | 1.74% | -2.4% |
| Q2 2020 | $4,801,000 | -6.5% | 137,198 | -3.1% | 1.78% | -7.3% |
| Q1 2020 | $5,133,000 | -9.8% | 141,616 | -7.7% | 1.92% | +28.0% |
| Q4 2019 | $5,689,000 | -4.0% | 153,385 | -1.5% | 1.50% | +68.8% |
| Q3 2019 | $5,929,000 | +2.8% | 155,780 | +2.1% | 0.89% | +0.3% |
| Q2 2019 | $5,766,000 | -4.1% | 152,571 | -1.3% | 0.89% | -4.8% |
| Q1 2019 | $6,010,000 | -48.8% | 154,551 | -48.9% | 0.93% | -53.2% |
| Q4 2018 | $11,730,000 | +0.3% | 302,626 | +5.4% | 1.99% | +16.0% |
| Q3 2018 | $11,699,000 | +106.6% | 287,027 | +102.1% | 1.72% | +104.4% |
| Q2 2018 | $5,663,000 | +0.1% | 142,031 | -0.7% | 0.84% | +2.1% |
| Q1 2018 | $5,656,000 | +11.1% | 143,048 | +12.6% | 0.82% | +15.8% |
| Q4 2017 | $5,090,000 | +12.1% | 127,083 | +8.6% | 0.71% | +1.6% |
| Q3 2017 | $4,539,000 | +18.5% | 117,048 | +19.3% | 0.70% | -15.1% |
| Q2 2017 | $3,829,000 | +15.7% | 98,151 | +18.1% | 0.82% | -26.3% |
| Q1 2017 | $3,308,000 | +120.2% | 83,122 | +129.4% | 1.12% | +78.6% |
| Q4 2016 | $1,502,000 | -36.0% | 36,230 | -31.6% | 0.62% | +135.0% |
| Q1 2015 | $2,347,000 | +65.7% | 52,989 | +63.1% | 0.27% | -47.3% |
| Q4 2014 | $1,416,000 | – | 32,493 | – | 0.50% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FOCUS Wealth Advisors, LLC | 121,367 | $3,827,308 | 2.65% |
| Empirical Asset Management, LLC | 57,141 | $1,801,953 | 1.90% |
| O'Dell Group, LLC | 133,738 | $4,217,425 | 1.49% |
| Cardinal Point Capital Management ULC | 127,532 | $4,021,722 | 1.39% |
| KLR INVESTMENT ADVISORS, LLC | 30,674 | $967,317 | 0.80% |
| Twelve Points Wealth Management LLC | 31,854 | $1,004,513 | 0.68% |
| Endowment Wealth Management, Inc. | 18,217 | $574,472 | 0.63% |
| Efficient Advisors, LLC | 135,830 | $4,283,406 | 0.44% |
| Cambria Investment Management, L.P. | 92,365 | $2,913,197 | 0.24% |
| Truadvice, LLC | 11,724 | $373,409 | 0.20% |