WISDOMTREE TR's ticker is WTMF and the CUSIP is 97717W125. A total of 45 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | $372,000 | – | 10,507 | – | 0.30% | – |
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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% |