WISDOMTREE TR's ticker is WTMF and the CUSIP is 97717W125.
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 ↓ |
|---|---|---|---|
| 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% |