Jacobi Capital Management LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is WTMF and the CUSIP is 97717W125. A total of 40 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Jacobi Capital Management LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2021$152,000
-1.3%
3,697
-0.7%
0.02%
-5.0%
Q2 2021$154,000
+6.2%
3,7220.0%0.02%
-4.8%
Q1 2021$145,000
-73.6%
3,722
-74.9%
0.02%
-75.9%
Q4 2020$549,000
+25.1%
14,813
+18.2%
0.09%
+13.0%
Q3 2020$439,000
+97.7%
12,536
+97.4%
0.08%
+83.3%
Q2 2020$222,0006,3500.04%
Other shareholders
WISDOMTREE TR shareholders Q3 2021
NameSharesValueWeighting ↓
Mosaic Financial Partners, Inc. 43,001$1,875,0001.32%
Advisors Preferred, LLC 12,027$524,437,0000.34%
Brinker Capital Investments, LLC 149,889$6,536,0000.25%
First Allied Asset Management, Inc. 32,270$1,415,0000.19%
Accuvest Global Advisors 10,577$461,0000.15%
VSR Financial Services, Inc. 28,369$1,237,0000.15%
WFG Advisors, LP 16,076$701,0000.13%
Private Ocean, LLC 3,912$171,0000.13%
3D ASSET MANAGEMENT, INC 8,189$357,0000.11%
Prospera Financial Services Inc 5,350$233,0000.06%
View complete list of WISDOMTREE TR shareholders