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 | $5,091,406 | +4.9% | 144,600 | +4.3% | 1.55% | +12.5% |
| Q2 2023 | $4,852,457 | +7.0% | 138,697 | +2.6% | 1.38% | -5.7% |
| Q1 2023 | $4,534,447 | +7.5% | 135,122 | +1.0% | 1.46% | -2.0% |
| Q4 2022 | $4,217,425 | -7.3% | 133,738 | +1.2% | 1.49% | -9.4% |
| Q3 2022 | $4,549,000 | -50.5% | 132,128 | -49.5% | 1.65% | +1.0% |
| Q2 2022 | $9,188,000 | +102.6% | 261,686 | +107.5% | 1.63% | +21.7% |
| Q1 2022 | $4,535,000 | +5.5% | 126,130 | +4.0% | 1.34% | +6.9% |
| Q4 2021 | $4,299,000 | +2.1% | 121,290 | +18.1% | 1.25% | -5.9% |
| Q3 2021 | $4,209,000 | -0.8% | 102,695 | +0.2% | 1.33% | -1.0% |
| Q2 2021 | $4,245,000 | +20.8% | 102,478 | +13.7% | 1.34% | +9.3% |
| Q1 2021 | $3,513,000 | -2.6% | 90,159 | -7.2% | 1.23% | -12.3% |
| Q4 2020 | $3,605,000 | -6.4% | 97,181 | -11.7% | 1.40% | -24.9% |
| Q3 2020 | $3,853,000 | -9.0% | 110,048 | -9.0% | 1.87% | -15.8% |
| Q2 2020 | $4,232,000 | -11.0% | 120,926 | -7.8% | 2.22% | -28.3% |
| Q1 2020 | $4,756,000 | -6.3% | 131,201 | -4.2% | 3.09% | +21.5% |
| Q4 2019 | $5,078,000 | -3.4% | 136,923 | -0.8% | 2.55% | -13.5% |
| Q3 2019 | $5,255,000 | +2.5% | 138,061 | +1.7% | 2.94% | -5.4% |
| Q2 2019 | $5,129,000 | -0.0% | 135,735 | +2.9% | 3.11% | -3.9% |
| Q1 2019 | $5,131,000 | +7.5% | 131,955 | +7.2% | 3.24% | -7.9% |
| Q4 2018 | $4,773,000 | – | 123,142 | – | 3.51% | – |
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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% |