WISDOMTREE TR's ticker is WTMF and the CUSIP is 97717W125.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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% | – |
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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% |