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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| O'Dell Group, LLC | 120,926 | $4,232,000 | 2.22% |
| Cambria Investment Management, L.P. | 137,198 | $4,801,000 | 1.78% |
| Efficient Advisors, LLC | 268,740 | $9,406,000 | 1.74% |
| IAG Wealth Partners, LLC | 25,085 | $878,000 | 0.43% |
| MKD WEALTH COACHES, LLC | 8,535 | $299,000 | 0.38% |
| Perigon Wealth Management, LLC | 31,192 | $1,092,000 | 0.17% |
| CX Institutional | 23,065 | $807,000 | 0.11% |
| Cedar Brook Financial Partners, LLC | 5,727 | $200,000 | 0.09% |
| Faithward Advisors, LLC | 7,202 | $252,000 | 0.06% |
| CreativeOne Wealth, LLC | 10,385 | $363,000 | 0.06% |