WISDOMTREE TR's ticker is WTMF and the CUSIP is 97717W125. A total of 43 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $220,006 | -4.5% | 6,066 | -1.3% | 0.05% | -1.9% |
Q1 2024 | $230,413 | +5.9% | 6,144 | -1.0% | 0.05% | 0.0% |
Q4 2023 | $217,534 | +4.5% | 6,203 | +4.9% | 0.05% | -11.9% |
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 | $548,000 | – | 14,038 | – | 0.46% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
BADGLEY PHELPS & BELL INC | 68,683 | $2,850,000 | 0.30% |
Compass Efficient Model Portfolios, LLC | 176 | $7,000 | 0.26% |
WFG Advisors, LP | 34,677 | $1,439,000 | 0.20% |
3D ASSET MANAGEMENT, INC | 13,311 | $552,000 | 0.17% |
Advisors Preferred, LLC | 7,147 | $296,000 | 0.16% |
VSR Financial Services, Inc. | 49,572 | $2,056,000 | 0.16% |
Private Ocean, LLC | 4,341 | $180,000 | 0.14% |
Prospera Financial Services Inc | 7,850 | $326,000 | 0.11% |
Accuvest Global Advisors | 11,637 | $483,000 | 0.11% |
Brinker Capital Investments, LLC | 64,300 | $2,668,000 | 0.10% |