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 | $7,148 | +0.6% | 203 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $7,102 | +4.3% | 203 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $6,812 | +6.4% | 203 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $6,402 | -8.5% | 203 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $7,000 | 0.0% | 203 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $7,000 | 0.0% | 203 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $7,000 | 0.0% | 203 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $7,000 | -12.5% | 203 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $8,000 | 0.0% | 203 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $8,000 | +14.3% | 203 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $7,000 | 0.0% | 203 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $7,000 | 0.0% | 203 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $7,000 | – | 203 | – | 0.00% | – |
Download | ||||||
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% |