WISDOMTREE TR's ticker is WTMF and the CUSIP is 97717W125. A total of 40 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
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 ↓ |
|---|---|---|---|
| Cambria Investment Management, L.P. | 134,993 | $5,007,000 | 1.70% |
| O'Dell Group, LLC | 97,181 | $3,605,000 | 1.40% |
| Efficient Advisors, LLC | 232,016 | $8,606,000 | 1.31% |
| IAG Wealth Partners, LLC | 26,908 | $999,000 | 0.41% |
| Advisors Preferred, LLC | 28,826 | $1,070,000 | 0.20% |
| Perigon Wealth Management, LLC | 32,441 | $1,203,000 | 0.14% |
| Almanack Investment Partners, LLC. | 23,804 | $883,000 | 0.10% |
| Jacobi Capital Management LLC | 14,813 | $549,000 | 0.09% |
| CX Institutional | 23,324 | $865,000 | 0.08% |
| Cedar Brook Financial Partners, LLC | 5,754 | $213,000 | 0.08% |