WISDOMTREE TR's ticker is WTMF and the CUSIP is 97717W125. A total of 48 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $281,682 | +26.8% | 8,000 | +26.0% | 0.02% | +26.7% |
| Q2 2023 | $222,161 | -9.0% | 6,350 | -7.6% | 0.02% | 0.0% |
| Q4 2021 | $244,000 | -21.5% | 6,876 | -10.1% | 0.02% | -25.0% |
| Q3 2021 | $311,000 | +31.2% | 7,645 | +33.5% | 0.02% | +17.6% |
| Q2 2021 | $237,000 | +8.7% | 5,725 | +3.2% | 0.02% | 0.0% |
| Q1 2021 | $218,000 | – | 5,550 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RFG Advisory, LLC | 38,321 | $1,535,000 | 0.72% |
| Cambria Investment Management, L.P. | 127,083 | $5,090,000 | 0.71% |
| Bruderman Asset Management, LLC | 37,529 | $1,503,000 | 0.38% |
| FLAGSHIP HARBOR ADVISORS, LLC | 22,516 | $904,000 | 0.26% |
| Capital Asset Advisory Services LLC | 6,602 | $264,000 | 0.24% |
| Ken Stern & Associates, Inc. | 11,473 | $459,000 | 0.20% |
| Belpointe Asset Management LLC | 15,050 | $603,000 | 0.13% |
| SAGE FINANCIAL GROUP INC | 16,402 | $657,000 | 0.13% |
| AVIANCE CAPITAL MANAGEMENT, LLC | 36,054 | $1,444,000 | 0.10% |
| Cypress Wealth Services, LLC | 5,274 | $211,000 | 0.09% |