Perigon Wealth Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is WTMF and the CUSIP is 97717W125. A total of 48 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Perigon Wealth Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2022$1,473,000
-3.5%
42,800
-1.5%
0.13%
-0.8%
Q2 2022$1,526,000
-12.4%
43,458
-10.3%
0.13%
+4.1%
Q1 2022$1,743,000
+8.1%
48,467
+6.6%
0.12%
+7.0%
Q4 2021$1,612,000
-0.4%
45,478
+15.2%
0.12%
-17.9%
Q3 2021$1,619,000
-1.8%
39,494
-0.7%
0.14%
-4.8%
Q2 2021$1,648,000
+5.1%
39,776
-1.2%
0.15%
-8.1%
Q1 2021$1,568,000
+30.3%
40,250
+24.1%
0.16%
+14.3%
Q4 2020$1,203,000
+7.5%
32,441
+1.5%
0.14%
-10.3%
Q3 2020$1,119,000
+2.5%
31,962
+2.5%
0.16%
-9.8%
Q2 2020$1,092,000
-19.4%
31,192
-16.8%
0.17%
-31.3%
Q1 2020$1,354,000
-10.2%
37,486
-7.4%
0.25%
-18.2%
Q4 2019$1,508,000
+3.6%
40,490
+5.0%
0.31%
-9.9%
Q3 2019$1,456,000
-3.6%
38,549
-3.6%
0.34%
-3.4%
Q2 2019$1,511,000
-1.0%
39,974
+3.0%
0.35%
-0.3%
Q1 2019$1,527,000
+9.9%
38,792
+6.8%
0.36%0.0%
Q4 2018$1,390,000
-5.6%
36,316
-15.1%
0.36%
+179.5%
Q3 2011$1,473,00042,8000.13%
Other shareholders
WISDOMTREE TR shareholders Q4 2021
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