Twelve Points Wealth Management 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 Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Twelve Points Wealth Management LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$1,445,801
+3.2%
41,062
+2.5%
0.72%
-3.5%
Q2 2023$1,401,010
+6.2%
40,045
+1.8%
0.75%
-1.5%
Q1 2023$1,319,639
+31.4%
39,324
+23.5%
0.76%
+10.8%
Q4 2022$1,004,513
-5.7%
31,854
+3.0%
0.68%
-17.4%
Q3 2022$1,065,000
+4.2%
30,925
+6.3%
0.83%
+5.1%
Q2 2022$1,022,000
+32.7%
29,105
+36.0%
0.79%
+36.9%
Q1 2022$770,000
+107.0%
21,406
+103.7%
0.58%
+91.0%
Q4 2021$372,00010,5070.30%
Other shareholders
WISDOMTREE TR shareholders Q1 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