WISDOMTREE TR's ticker is WTMF and the CUSIP is 97717W125.
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 ↓ |
|---|---|---|---|
| BADGLEY PHELPS & BELL INC | 68,683 | $2,850,000 | 0.30% |
| Compass Efficient Model Portfolios, LLC | 176 | $7,000 | 0.26% |
| WFG Advisors, LP | 34,677 | $1,439,000 | 0.20% |
| 3D ASSET MANAGEMENT, INC | 13,311 | $552,000 | 0.17% |
| Advisors Preferred, LLC | 7,147 | $296,000 | 0.16% |
| VSR Financial Services, Inc. | 49,572 | $2,056,000 | 0.16% |
| Private Ocean, LLC | 4,341 | $180,000 | 0.14% |
| Prospera Financial Services Inc | 7,850 | $326,000 | 0.11% |
| Accuvest Global Advisors | 11,637 | $483,000 | 0.11% |
| Brinker Capital Investments, LLC | 64,300 | $2,668,000 | 0.10% |