WISDOMTREE TR's ticker is WTMF and the CUSIP is 97717W125. A total of 43 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
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 | $3,406,000 | 0.0% | 97,005 | 0.0% | 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 | $5,046,000 | 0.0% | 133,530 | 0.0% | 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 | $344,000 | – | 8,166 | – | 0.01% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
O'Dell Group, LLC | 120,926 | $4,232,000 | 2.22% |
Cambria Investment Management, L.P. | 137,198 | $4,801,000 | 1.78% |
Efficient Advisors, LLC | 268,740 | $9,406,000 | 1.74% |
IAG Wealth Partners, LLC | 25,085 | $878,000 | 0.43% |
MKD WEALTH COACHES, LLC | 8,535 | $299,000 | 0.38% |
Perigon Wealth Management, LLC | 31,192 | $1,092,000 | 0.17% |
CX Institutional | 23,065 | $807,000 | 0.11% |
Cedar Brook Financial Partners, LLC | 5,727 | $200,000 | 0.09% |
Faithward Advisors, LLC | 7,202 | $252,000 | 0.06% |
CreativeOne Wealth, LLC | 10,385 | $363,000 | 0.06% |