WISDOMTREE TR's ticker is WTMF and the CUSIP is 97717W125. A total of 48 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,554,727 | -2.4% | 72,556 | -3.1% | 2.23% | -3.9% |
| Q2 2023 | $2,618,628 | +8.3% | 74,848 | +3.9% | 2.32% | +0.2% |
| Q1 2023 | $2,417,092 | +34.1% | 72,027 | +26.1% | 2.31% | +21.9% |
| Q4 2022 | $1,801,953 | -11.4% | 57,141 | -3.2% | 1.90% | -14.4% |
| Q3 2022 | $2,033,000 | +0.8% | 59,048 | +2.8% | 2.22% | +4.3% |
| Q2 2022 | $2,016,000 | +12.7% | 57,433 | +15.4% | 2.12% | +24.9% |
| Q1 2022 | $1,789,000 | +18.6% | 49,766 | +16.9% | 1.70% | +16.9% |
| Q4 2021 | $1,508,000 | – | 42,561 | – | 1.46% | – |
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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% |