IAG Wealth Partners, LLC - WISDOMTREE TR ownership

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
IAG Wealth Partners, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2020$999,000
+9.9%
26,908
+3.7%
0.41%
-2.6%
Q3 2020$909,000
+3.5%
25,947
+3.4%
0.42%
-1.6%
Q2 2020$878,000
-6.8%
25,085
-3.4%
0.43%
-32.2%
Q1 2020$942,000
-20.0%
25,970
-18.1%
0.63%
-18.3%
Q4 2019$1,177,00031,7270.77%
Other shareholders
WISDOMTREE TR shareholders Q4 2020
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