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 ↓ |
|---|---|---|---|
| Empirical Asset Management, LLC | 72,556 | $2,554,727 | 2.23% |
| O'Dell Group, LLC | 144,600 | $5,091,406 | 1.55% |
| Cardinal Point Capital Management ULC | 140,657 | $4,952,575 | 1.30% |
| Cambria Investment Management, L.P. | 420,635 | $14,810,669 | 1.20% |
| KLR INVESTMENT ADVISORS, LLC | 32,640 | $1,095,353 | 1.00% |
| Avestar Capital, LLC | 197,573 | $6,956,605 | 0.99% |
| Austin Wealth Management, LLC | 75,841 | $2,627,504 | 0.81% |
| Twelve Points Wealth Management LLC | 41,062 | $1,445,801 | 0.72% |
| Endowment Wealth Management, Inc. | 17,867 | $629,087 | 0.56% |
| Truadvice, LLC | 30,646 | $1,049,322 | 0.41% |