Upper Left Wealth Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is WTMF and the CUSIP is 97717W125. A total of 51 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Upper Left Wealth Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2022$1,002,000
-3.7%
29,225
-1.5%
1.30%
+8.0%
Q2 2022$1,041,000
+3.3%
29,656
+5.6%
1.20%
+15.4%
Q1 2022$1,008,00028,0961.04%
Other shareholders
WISDOMTREE TR shareholders Q2 2022
NameSharesValueWeighting ↓
RFG Advisory, LLC 38,321$1,535,0000.72%
Cambria Investment Management, L.P. 127,083$5,090,0000.71%
Bruderman Asset Management, LLC 37,529$1,503,0000.38%
FLAGSHIP HARBOR ADVISORS, LLC 22,516$904,0000.26%
Capital Asset Advisory Services LLC 6,602$264,0000.24%
Ken Stern & Associates, Inc. 11,473$459,0000.20%
Belpointe Asset Management LLC 15,050$603,0000.13%
SAGE FINANCIAL GROUP INC 16,402$657,0000.13%
AVIANCE CAPITAL MANAGEMENT, LLC 36,054$1,444,0000.10%
Cypress Wealth Services, LLC 5,274$211,0000.09%
View complete list of WISDOMTREE TR shareholders