Betterment LLC - WISDOMTREE TR ownership

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
Betterment LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$3,149
-4.7%
89,422
-5.3%
0.01%0.0%
Q2 2023$3,305
-0.4%
94,445
-4.5%
0.01%
-9.1%
Q1 2023$3,319
+11.8%
98,901
+5.1%
0.01%
+10.0%
Q4 2022$2,968
-99.9%
94,099
-3.0%
0.01%
-16.7%
Q3 2022$3,406,0000.0%97,0050.0%0.01%0.0%
Q2 2022$3,406,000
-6.0%
97,005
-3.7%
0.01%0.0%
Q1 2022$3,624,000
+11.8%
100,783
+10.2%
0.01%
+20.0%
Q4 2021$3,241,000
-16.0%
91,440
-2.9%
0.01%
-23.1%
Q3 2021$3,859,000
-1.0%
94,134
+0.0%
0.01%0.0%
Q2 2021$3,899,000
+5.2%
94,132
-1.0%
0.01%
-7.1%
Q1 2021$3,707,000
+2.3%
95,118
-2.7%
0.01%
-6.7%
Q4 2020$3,624,000
+9.0%
97,718
+2.9%
0.02%
-6.2%
Q3 2020$3,325,000
-5.2%
94,975
-5.3%
0.02%
-15.8%
Q2 2020$3,509,000
-4.8%
100,258
-1.4%
0.02%
-17.4%
Q1 2020$3,686,000
-19.3%
101,690
-17.4%
0.02%
-4.2%
Q4 2019$4,566,000
-9.5%
123,117
-7.8%
0.02%
-17.2%
Q3 2019$5,046,0000.0%133,5300.0%0.03%0.0%
Q2 2019$5,046,000
-9.8%
133,530
-7.1%
0.03%
-14.7%
Q1 2019$5,592,000
-2.9%
143,783
-3.2%
0.03%
-15.0%
Q4 2018$5,757,000
-12.7%
148,523
-8.2%
0.04%
-7.0%
Q3 2018$6,593,000
-4.3%
161,744
-6.4%
0.04%
-12.2%
Q2 2018$6,886,000
-0.2%
172,836
-0.0%
0.05%
-2.0%
Q1 2018$6,899,000
+11.3%
172,919
+11.7%
0.05%0.0%
Q4 2017$6,199,000
+14.4%
154,780
+10.7%
0.05%0.0%
Q3 2017$5,420,000
+14.5%
139,758
+15.2%
0.05%
+2.0%
Q2 2017$4,732,000
+20.2%
121,312
+22.6%
0.05%
+4.3%
Q1 2017$3,937,000
+89.4%
98,932
+97.3%
0.05%
+51.6%
Q4 2016$2,079,000
+504.4%
50,149
+514.1%
0.03%
+416.7%
Q3 2016$344,0008,1660.01%
Other shareholders
WISDOMTREE TR shareholders Q3 2021
NameSharesValueWeighting ↓
Empirical Asset Management, LLC 72,556$2,554,7272.23%
O'Dell Group, LLC 144,600$5,091,4061.55%
Cardinal Point Capital Management ULC 140,657$4,952,5751.30%
Cambria Investment Management, L.P. 420,635$14,810,6691.20%
KLR INVESTMENT ADVISORS, LLC 32,640$1,095,3531.00%
Avestar Capital, LLC 197,573$6,956,6050.99%
Austin Wealth Management, LLC 75,841$2,627,5040.81%
Twelve Points Wealth Management LLC 41,062$1,445,8010.72%
Endowment Wealth Management, Inc. 17,867$629,0870.56%
Truadvice, LLC 30,646$1,049,3220.41%
View complete list of WISDOMTREE TR shareholders