WISDOMTREE TR's ticker is WTMF and the CUSIP is 97717W125.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $282 | -100.0% | 8 | -92.0% | 0.00% | -100.0% |
| Q4 2021 | $3,544,000 | -13.5% | 100 | 0.0% | 0.00% | -50.0% |
| Q3 2021 | $4,099,000 | -1.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $4,142,000 | +6.3% | 100 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $3,897,000 | +5.1% | 100 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $3,709,000 | +5.9% | 100 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $3,501,000 | +0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $3,500,000 | +87400.0% | 100 | 0.0% | 0.00% | -33.3% |
| Q1 2020 | $4,000 | 0.0% | 100 | 0.0% | 0.00% | +50.0% |
| Q4 2019 | $4,000 | 0.0% | 100 | 0.0% | 0.00% | -33.3% |
| Q2 2019 | $4,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $4,000 | 0.0% | 100 | 0.0% | 0.00% | -25.0% |
| Q4 2018 | $4,000 | – | 100 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RFG Advisory, LLC | 38,321 | $1,535,000 | 0.72% |
| Cambria Investment Management, L.P. | 127,083 | $5,090,000 | 0.71% |
| Bruderman Asset Management, LLC | 37,529 | $1,503,000 | 0.38% |
| FLAGSHIP HARBOR ADVISORS, LLC | 22,516 | $904,000 | 0.26% |
| Capital Asset Advisory Services LLC | 6,602 | $264,000 | 0.24% |
| Ken Stern & Associates, Inc. | 11,473 | $459,000 | 0.20% |
| Belpointe Asset Management LLC | 15,050 | $603,000 | 0.13% |
| SAGE FINANCIAL GROUP INC | 16,402 | $657,000 | 0.13% |
| AVIANCE CAPITAL MANAGEMENT, LLC | 36,054 | $1,444,000 | 0.10% |
| Cypress Wealth Services, LLC | 5,274 | $211,000 | 0.09% |