Fermata Advisors, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is WTMF and the CUSIP is 97717W125. A total of 48 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Fermata Advisors, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$208,231
-4.2%
5,914
-4.8%
0.06%
-70.1%
Q2 2023$217,261
-14.2%
6,210
-22.6%
0.20%
+162.7%
Q4 2022$253,172
-58.7%
8,027
-54.9%
0.08%
-62.5%
Q3 2022$613,000
-8.5%
17,796
-6.7%
0.20%
-14.5%
Q2 2022$670,000
+10.2%
19,077
+12.8%
0.23%
+2.6%
Q1 2022$608,000
-0.3%
16,913
-1.7%
0.23%
+2.2%
Q4 2021$610,000
-21.1%
17,211
-8.7%
0.22%
-34.6%
Q3 2021$773,000
+39.5%
18,850
+41.1%
0.34%
+5.9%
Q2 2021$554,000
+1.1%
13,357
-4.9%
0.32%
-30.2%
Q1 2021$548,00014,0380.46%
Other shareholders
WISDOMTREE TR shareholders Q4 2021
NameSharesValueWeighting ↓
BADGLEY PHELPS & BELL INC 68,683$2,850,0000.30%
Compass Efficient Model Portfolios, LLC 176$7,0000.26%
WFG Advisors, LP 34,677$1,439,0000.20%
3D ASSET MANAGEMENT, INC 13,311$552,0000.17%
Advisors Preferred, LLC 7,147$296,0000.16%
VSR Financial Services, Inc. 49,572$2,056,0000.16%
Private Ocean, LLC 4,341$180,0000.14%
Prospera Financial Services Inc 7,850$326,0000.11%
Accuvest Global Advisors 11,637$483,0000.11%
Brinker Capital Investments, LLC 64,300$2,668,0000.10%
View complete list of WISDOMTREE TR shareholders