GeoWealth 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
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 Q4 2021
NameSharesValueWeighting ↓
Cambria Investment Management, L.P. 134,993$5,007,0001.70%
O'Dell Group, LLC 97,181$3,605,0001.40%
Efficient Advisors, LLC 232,016$8,606,0001.31%
IAG Wealth Partners, LLC 26,908$999,0000.41%
Advisors Preferred, LLC 28,826$1,070,0000.20%
Perigon Wealth Management, LLC 32,441$1,203,0000.14%
Almanack Investment Partners, LLC. 23,804$883,0000.10%
Jacobi Capital Management LLC 14,813$549,0000.09%
CX Institutional 23,324$865,0000.08%
Cedar Brook Financial Partners, LLC 5,754$213,0000.08%
View complete list of WISDOMTREE TR shareholders