Upper Left Wealth Management, LLC - WISDOMTREE TR ownership

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
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 Q4 2022
NameSharesValueWeighting ↓
O'Dell Group, LLC 120,926$4,232,0002.22%
Cambria Investment Management, L.P. 137,198$4,801,0001.78%
Efficient Advisors, LLC 268,740$9,406,0001.74%
IAG Wealth Partners, LLC 25,085$878,0000.43%
MKD WEALTH COACHES, LLC 8,535$299,0000.38%
Perigon Wealth Management, LLC 31,192$1,092,0000.17%
CX Institutional 23,065$807,0000.11%
Cedar Brook Financial Partners, LLC 5,727$200,0000.09%
Faithward Advisors, LLC 7,202$252,0000.06%
CreativeOne Wealth, LLC 10,385$363,0000.06%
View complete list of WISDOMTREE TR shareholders