WISDOMTREE TR's ticker is WTMF and the CUSIP is 97717W125.
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% | – |
Download | ||||||
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% |