WISDOMTREE TR's ticker is WTMF and the CUSIP is 97717W125. A total of 42 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FOCUS Wealth Advisors, LLC | 121,367 | $3,827,308 | 2.65% |
| Empirical Asset Management, LLC | 57,141 | $1,801,953 | 1.90% |
| O'Dell Group, LLC | 133,738 | $4,217,425 | 1.49% |
| Cardinal Point Capital Management ULC | 127,532 | $4,021,722 | 1.39% |
| KLR INVESTMENT ADVISORS, LLC | 30,674 | $967,317 | 0.80% |
| Twelve Points Wealth Management LLC | 31,854 | $1,004,513 | 0.68% |
| Endowment Wealth Management, Inc. | 18,217 | $574,472 | 0.63% |
| Efficient Advisors, LLC | 135,830 | $4,283,406 | 0.44% |
| Cambria Investment Management, L.P. | 92,365 | $2,913,197 | 0.24% |
| Truadvice, LLC | 11,724 | $373,409 | 0.20% |