WISDOMTREE TR's ticker is WTMF and the CUSIP is 97717W125. A total of 34 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,092 | -87.8% | 31 | -87.9% | 0.00% | – |
| Q2 2023 | $8,956 | +761.2% | 256 | +725.8% | 0.00% | – |
| Q1 2023 | $1,040 | -92.3% | 31 | -92.8% | 0.00% | – |
| Q4 2022 | $13,592 | -9.4% | 431 | 0.0% | 0.00% | – |
| Q3 2022 | $15,000 | 0.0% | 431 | 0.0% | 0.00% | – |
| Q2 2022 | $15,000 | 0.0% | 431 | 0.0% | 0.00% | – |
| Q1 2022 | $15,000 | 0.0% | 431 | 0.0% | 0.00% | – |
| Q4 2021 | $15,000 | -40.0% | 431 | -28.9% | 0.00% | – |
| Q3 2021 | $25,000 | 0.0% | 606 | 0.0% | 0.00% | – |
| Q2 2021 | $25,000 | -99.9% | 606 | -50.6% | 0.00% | – |
| Q1 2021 | $47,788,000 | +217118.2% | 1,226 | +110.7% | 0.00% | – |
| Q4 2020 | $22,000 | -33.3% | 582 | -38.9% | 0.00% | -100.0% |
| Q3 2020 | $33,000 | -26.7% | 953 | -26.4% | 0.00% | 0.0% |
| Q2 2020 | $45,000 | -2.2% | 1,294 | 0.0% | 0.00% | -50.0% |
| Q1 2020 | $46,000 | -4.2% | 1,294 | 0.0% | 0.00% | +100.0% |
| Q4 2019 | $48,000 | -64.7% | 1,294 | -63.9% | 0.00% | -80.0% |
| Q3 2019 | $136,000 | -54.1% | 3,587 | -54.3% | 0.01% | -54.5% |
| Q2 2019 | $296,000 | -79.9% | 7,853 | -79.2% | 0.01% | -82.3% |
| Q1 2019 | $1,469,000 | -36.7% | 37,787 | -36.9% | 0.06% | -45.1% |
| Q4 2018 | $2,320,000 | +115900.0% | 59,859 | +84208.5% | 0.11% | – |
| Q2 2017 | $2,000 | 0.0% | 71 | 0.0% | 0.00% | – |
| Q1 2017 | $2,000 | – | 71 | – | 0.00% | – |
Download | ||||||
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% |