WISDOMTREE TR's ticker is WTMF and the CUSIP is 97717W125. A total of 48 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $103,000 | -74.4% | 2,950 | -69.1% | 0.04% | -51.9% |
| Q3 2016 | $402,000 | -1.0% | 9,550 | 0.0% | 0.08% | -3.6% |
| Q2 2016 | $406,000 | +1.5% | 9,550 | 0.0% | 0.08% | -5.6% |
| Q1 2016 | $400,000 | +58.1% | 9,550 | +57.7% | 0.09% | +61.8% |
| Q4 2015 | $253,000 | +0.8% | 6,055 | 0.0% | 0.06% | -12.7% |
| Q3 2015 | $251,000 | -2.7% | 6,055 | 0.0% | 0.06% | +3.3% |
| Q2 2015 | $258,000 | +6.6% | 6,055 | +11.0% | 0.06% | +13.0% |
| Q1 2015 | $242,000 | +5.7% | 5,455 | +3.9% | 0.05% | -5.3% |
| Q4 2014 | $229,000 | -1.7% | 5,250 | -1.9% | 0.06% | -9.5% |
| Q3 2014 | $233,000 | -12.1% | 5,350 | -15.7% | 0.06% | -12.5% |
| Q2 2014 | $265,000 | -8.6% | 6,350 | -9.9% | 0.07% | -21.7% |
| Q1 2014 | $290,000 | -11.0% | 7,050 | -10.2% | 0.09% | -16.4% |
| Q4 2013 | $326,000 | 0.0% | 7,850 | 0.0% | 0.11% | -11.3% |
| Q3 2013 | $326,000 | – | 7,850 | – | 0.12% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cambria Investment Management, L.P. | 134,993 | $5,007,000 | 1.70% |
| O'Dell Group, LLC | 97,181 | $3,605,000 | 1.40% |
| Efficient Advisors, LLC | 232,016 | $8,606,000 | 1.31% |
| IAG Wealth Partners, LLC | 26,908 | $999,000 | 0.41% |
| Advisors Preferred, LLC | 28,826 | $1,070,000 | 0.20% |
| Perigon Wealth Management, LLC | 32,441 | $1,203,000 | 0.14% |
| Almanack Investment Partners, LLC. | 23,804 | $883,000 | 0.10% |
| Jacobi Capital Management LLC | 14,813 | $549,000 | 0.09% |
| CX Institutional | 23,324 | $865,000 | 0.08% |
| Cedar Brook Financial Partners, LLC | 5,754 | $213,000 | 0.08% |