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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $301,471 | -76.3% | 8,559 | -76.5% | 0.00% | -100.0% |
| Q2 2023 | $1,271,852 | +43.2% | 36,356 | +37.4% | 0.00% | 0.0% |
| Q1 2023 | $888,214 | -36.2% | 26,465 | -40.0% | 0.00% | -33.3% |
| Q4 2022 | $1,393,221 | +8.8% | 44,143 | +18.8% | 0.00% | 0.0% |
| Q3 2022 | $1,280,000 | +325.2% | 37,168 | +333.3% | 0.00% | +200.0% |
| Q2 2022 | $301,000 | -3.2% | 8,578 | -0.9% | 0.00% | 0.0% |
| Q1 2022 | $311,000 | +15.2% | 8,658 | +13.7% | 0.00% | 0.0% |
| Q4 2021 | $270,000 | -6.2% | 7,615 | +8.4% | 0.00% | 0.0% |
| Q3 2021 | $288,000 | -9.1% | 7,025 | -8.0% | 0.00% | 0.0% |
| Q2 2021 | $317,000 | +1.6% | 7,638 | -4.4% | 0.00% | 0.0% |
| Q1 2021 | $312,000 | -17.0% | 7,989 | -21.2% | 0.00% | 0.0% |
| Q4 2020 | $376,000 | -21.2% | 10,132 | -25.4% | 0.00% | 0.0% |
| Q3 2020 | $477,000 | -1.2% | 13,589 | -1.2% | 0.00% | -50.0% |
| Q2 2020 | $483,000 | -12.3% | 13,759 | -9.5% | 0.00% | 0.0% |
| Q1 2020 | $551,000 | – | 15,207 | – | 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% |