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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,795,901 | +0.1% | 51,005 | -0.6% | 0.01% | -8.3% |
| Q2 2023 | $1,794,641 | +9.0% | 51,296 | +4.6% | 0.01% | 0.0% |
| Q1 2023 | $1,646,264 | +11.4% | 49,057 | +4.7% | 0.01% | 0.0% |
| Q4 2022 | $1,478,013 | -3.6% | 46,869 | +5.2% | 0.01% | -36.8% |
| Q3 2022 | $1,534,000 | +1.0% | 44,562 | +3.0% | 0.02% | 0.0% |
| Q2 2022 | $1,519,000 | +6.7% | 43,274 | +9.2% | 0.02% | +11.8% |
| Q1 2022 | $1,424,000 | +27.1% | 39,617 | +25.3% | 0.02% | +21.4% |
| Q4 2021 | $1,120,000 | +36.8% | 31,612 | +58.2% | 0.01% | +27.3% |
| Q3 2021 | $819,000 | +179.5% | 19,982 | +182.2% | 0.01% | +175.0% |
| Q2 2021 | $293,000 | +32.6% | 7,082 | +31.0% | 0.00% | -75.0% |
| Q1 2014 | $221,000 | -0.9% | 5,407 | -0.4% | 0.02% | -5.9% |
| Q4 2013 | $223,000 | -1.8% | 5,427 | -1.8% | 0.02% | -15.0% |
| Q3 2013 | $227,000 | -4.2% | 5,527 | -3.2% | 0.02% | -16.7% |
| Q2 2013 | $237,000 | -0.4% | 5,708 | -1.6% | 0.02% | 0.0% |
| Q1 2013 | $238,000 | – | 5,798 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Empirical Asset Management, LLC | 72,556 | $2,554,727 | 2.23% |
| O'Dell Group, LLC | 144,600 | $5,091,406 | 1.55% |
| Cardinal Point Capital Management ULC | 140,657 | $4,952,575 | 1.30% |
| Cambria Investment Management, L.P. | 420,635 | $14,810,669 | 1.20% |
| KLR INVESTMENT ADVISORS, LLC | 32,640 | $1,095,353 | 1.00% |
| Avestar Capital, LLC | 197,573 | $6,956,605 | 0.99% |
| Austin Wealth Management, LLC | 75,841 | $2,627,504 | 0.81% |
| Twelve Points Wealth Management LLC | 41,062 | $1,445,801 | 0.72% |
| Endowment Wealth Management, Inc. | 17,867 | $629,087 | 0.56% |
| Truadvice, LLC | 30,646 | $1,049,322 | 0.41% |