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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $3 | -100.0% | 65 | -87.0% | 0.00% | -100.0% |
| Q3 2022 | $23,000 | +15.0% | 500 | +0.6% | 0.00% | 0.0% |
| Q2 2022 | $20,000 | 0.0% | 497 | 0.0% | 0.00% | – |
| Q1 2022 | $20,000 | +233.3% | 497 | +257.6% | 0.00% | – |
| Q1 2018 | $6,000 | 0.0% | 139 | 0.0% | 0.00% | – |
| Q4 2017 | $6,000 | +20.0% | 139 | 0.0% | 0.00% | – |
| Q3 2017 | $5,000 | 0.0% | 139 | 0.0% | 0.00% | – |
| Q2 2017 | $5,000 | -16.7% | 139 | 0.0% | 0.00% | – |
| Q1 2017 | $6,000 | 0.0% | 139 | 0.0% | 0.00% | – |
| Q4 2016 | $6,000 | 0.0% | 139 | 0.0% | 0.00% | – |
| Q3 2016 | $6,000 | -62.5% | 139 | -62.8% | 0.00% | -100.0% |
| Q2 2016 | $16,000 | +60.0% | 374 | +59.1% | 0.00% | 0.0% |
| Q4 2015 | $10,000 | – | 235 | – | 0.00% | – |
Download | ||||||
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% |