GeoWealth Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is WTMF and the CUSIP is 97717W125. A total of 40 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
GeoWealth Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2023$130
-31.6%
3,887
-35.7%
0.02%
-25.0%
Q4 2022$190
-99.9%
6,044
+56.2%
0.02%
+33.3%
Q3 2022$133,000
+8.1%
3,869
+10.6%
0.02%
-6.2%
Q2 2022$123,000
-51.8%
3,498
-50.7%
0.02%
-27.3%
Q1 2022$255,000
+25.0%
7,094
+23.1%
0.02%
+29.4%
Q4 2021$204,000
+200.0%
5,765
+246.9%
0.02%
+183.3%
Q3 2021$68,000
+1.5%
1,662
+3.1%
0.01%
-25.0%
Q2 2021$67,000
-64.7%
1,612
-66.9%
0.01%
-73.3%
Q1 2021$190,000
+3.3%
4,870
-1.9%
0.03%0.0%
Q4 2020$184,000
-55.0%
4,966
-53.8%
0.03%
-67.4%
Q3 2019$409,00010,7520.09%
Other shareholders
WISDOMTREE TR shareholders Q3 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