WISDOMTREE TR's ticker is WTMF and the CUSIP is 97717W125. A total of 34 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
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 ↓ |
|---|---|---|---|
| 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% |