WISDOMTREE TR's ticker is WTMF and the CUSIP is 97717W125.
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% | – |
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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% |