Fermata Advisors, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is WTMF and the CUSIP is 97717W125. A total of 51 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

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 Q2 2022
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