CreativeOne Wealth, 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
CreativeOne Wealth, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2023$551
-14.4%
15,691
-18.2%
0.01%
-56.2%
Q1 2023$644
-29.1%
19,181
-33.4%
0.03%
-36.0%
Q4 2022$908
-99.9%
28,788
+58.9%
0.05%
+35.1%
Q3 2022$624,000
+3.5%
18,115
+5.5%
0.04%
+12.1%
Q2 2022$603,000
-18.3%
17,169
-16.4%
0.03%
-13.2%
Q1 2022$738,000
+8.8%
20,527
+7.3%
0.04%
+15.2%
Q4 2021$678,000
+141.3%
19,130
+178.6%
0.03%
+94.1%
Q3 2021$281,000
+4.1%
6,866
+5.5%
0.02%0.0%
Q2 2021$270,000
-57.9%
6,510
-60.4%
0.02%
-65.3%
Q1 2021$641,000
+2.7%
16,454
-2.2%
0.05%
-5.8%
Q4 2020$624,000
+71.9%
16,826
+62.0%
0.05%
-7.1%
Q2 2020$363,000
+14.2%
10,385
+24.2%
0.06%
-8.2%
Q3 2019$318,0008,3600.06%
Other shareholders
WISDOMTREE TR shareholders Q3 2021
NameSharesValueWeighting ↓
Empirical Asset Management, LLC 72,556$2,554,7272.23%
O'Dell Group, LLC 144,600$5,091,4061.55%
Cardinal Point Capital Management ULC 140,657$4,952,5751.30%
Cambria Investment Management, L.P. 420,635$14,810,6691.20%
KLR INVESTMENT ADVISORS, LLC 32,640$1,095,3531.00%
Avestar Capital, LLC 197,573$6,956,6050.99%
Austin Wealth Management, LLC 75,841$2,627,5040.81%
Twelve Points Wealth Management LLC 41,062$1,445,8010.72%
Endowment Wealth Management, Inc. 17,867$629,0870.56%
Truadvice, LLC 30,646$1,049,3220.41%
View complete list of WISDOMTREE TR shareholders