WISDOMTREE TR's ticker is WTMF and the CUSIP is 97717W125. A total of 42 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $629,087 | -2.3% | 17,867 | -2.9% | 0.56% | -4.2% |
| Q2 2023 | $644,050 | +1.3% | 18,409 | -3.2% | 0.59% | -7.7% |
| Q1 2023 | $635,599 | +10.6% | 19,016 | +4.4% | 0.64% | +1.1% |
| Q4 2022 | $574,472 | -4.6% | 18,217 | +4.2% | 0.63% | -13.4% |
| Q3 2022 | $602,000 | -0.2% | 17,477 | +1.8% | 0.73% | +0.6% |
| Q2 2022 | $603,000 | +7.3% | 17,173 | +9.8% | 0.73% | +22.8% |
| Q1 2022 | $562,000 | +65.8% | 15,643 | +63.4% | 0.59% | +72.3% |
| Q4 2021 | $339,000 | – | 9,572 | – | 0.34% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Empirical Asset Management, LLC | 72,556 | $2,554,727 | 2.23% |
| O'Dell Group, LLC | 144,600 | $5,091,406 | 1.55% |
| Cardinal Point Capital Management ULC | 140,657 | $4,952,575 | 1.30% |
| Cambria Investment Management, L.P. | 420,635 | $14,810,669 | 1.20% |
| KLR INVESTMENT ADVISORS, LLC | 32,640 | $1,095,353 | 1.00% |
| Avestar Capital, LLC | 197,573 | $6,956,605 | 0.99% |
| Austin Wealth Management, LLC | 75,841 | $2,627,504 | 0.81% |
| Twelve Points Wealth Management LLC | 41,062 | $1,445,801 | 0.72% |
| Endowment Wealth Management, Inc. | 17,867 | $629,087 | 0.56% |
| Truadvice, LLC | 30,646 | $1,049,322 | 0.41% |