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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cambria Investment Management, L.P. | 134,993 | $5,007,000 | 1.70% |
| O'Dell Group, LLC | 97,181 | $3,605,000 | 1.40% |
| Efficient Advisors, LLC | 232,016 | $8,606,000 | 1.31% |
| IAG Wealth Partners, LLC | 26,908 | $999,000 | 0.41% |
| Advisors Preferred, LLC | 28,826 | $1,070,000 | 0.20% |
| Perigon Wealth Management, LLC | 32,441 | $1,203,000 | 0.14% |
| Almanack Investment Partners, LLC. | 23,804 | $883,000 | 0.10% |
| Jacobi Capital Management LLC | 14,813 | $549,000 | 0.09% |
| CX Institutional | 23,324 | $865,000 | 0.08% |
| Cedar Brook Financial Partners, LLC | 5,754 | $213,000 | 0.08% |