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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | $409,000 | – | 10,752 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| O'Dell Group, LLC | 120,926 | $4,232,000 | 2.22% |
| Cambria Investment Management, L.P. | 137,198 | $4,801,000 | 1.78% |
| Efficient Advisors, LLC | 268,740 | $9,406,000 | 1.74% |
| IAG Wealth Partners, LLC | 25,085 | $878,000 | 0.43% |
| MKD WEALTH COACHES, LLC | 8,535 | $299,000 | 0.38% |
| Perigon Wealth Management, LLC | 31,192 | $1,092,000 | 0.17% |
| CX Institutional | 23,065 | $807,000 | 0.11% |
| Cedar Brook Financial Partners, LLC | 5,727 | $200,000 | 0.09% |
| Faithward Advisors, LLC | 7,202 | $252,000 | 0.06% |
| CreativeOne Wealth, LLC | 10,385 | $363,000 | 0.06% |