Lake Point Wealth Management - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is WTMF and the CUSIP is 97717W125. A total of 48 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Lake Point Wealth Management ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2022$175,000
-2.8%
4,9980.0%0.10%
+19.3%
Q1 2022$180,000
+1.7%
4,9980.0%0.08%
+7.8%
Q4 2021$177,000
-13.7%
4,9980.0%0.08%
-18.1%
Q3 2021$205,000
-1.4%
4,998
-0.3%
0.09%
-3.1%
Q2 2021$208,000
-98.3%
5,014
-98.5%
0.10%
-99.1%
Q1 2020$12,503,000
-1.9%
344,904
+0.4%
11.00%
+159.7%
Q4 2019$12,745,000
+4.5%
343,616
+6.5%
4.24%
+0.0%
Q2 2019$12,198,0000.0%322,7840.0%4.24%0.0%
Q1 2019$12,198,000
+210.2%
322,784
+218.2%
4.24%
+188.2%
Q4 2018$3,932,000101,4331.47%
Other shareholders
WISDOMTREE TR shareholders Q4 2021
NameSharesValueWeighting ↓
Cambria Investment Management, L.P. 134,993$5,007,0001.70%
O'Dell Group, LLC 97,181$3,605,0001.40%
Efficient Advisors, LLC 232,016$8,606,0001.31%
IAG Wealth Partners, LLC 26,908$999,0000.41%
Advisors Preferred, LLC 28,826$1,070,0000.20%
Perigon Wealth Management, LLC 32,441$1,203,0000.14%
Almanack Investment Partners, LLC. 23,804$883,0000.10%
Jacobi Capital Management LLC 14,813$549,0000.09%
CX Institutional 23,324$865,0000.08%
Cedar Brook Financial Partners, LLC 5,754$213,0000.08%
View complete list of WISDOMTREE TR shareholders