Lake Point Wealth Management - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is WTMF and the CUSIP is 97717W125. A total of 51 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

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 Q2 2022
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