WISDOMTREE TR's ticker is WTMF and the CUSIP is 97717W125. A total of 50 filers reported holding WISDOMTREE TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,343,041 | -11.4% | 64,597 | -8.4% | 0.88% | -30.8% |
| Q1 2024 | $2,644,565 | +5.9% | 70,522 | -1.0% | 1.28% | -37.4% |
| Q4 2023 | $2,497,693 | -2.2% | 71,220 | -1.8% | 2.04% | -8.4% |
| 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 ↓ |
|---|---|---|---|
| Cambria Investment Management, L.P. | 142,031 | $5,663,000 | 0.84% |
| RFG Advisory, LLC | 55,173 | $2,198,000 | 0.66% |
| Bruderman Asset Management, LLC | 49,934 | $1,989,000 | 0.48% |
| Csenge Advisory Group | 30,322 | $1,208,000 | 0.44% |
| Capital Asset Advisory Services LLC | 8,232 | $328,000 | 0.30% |
| SAGE FINANCIAL GROUP INC | 19,127 | $762,000 | 0.16% |
| Belpointe Asset Management LLC | 14,161 | $564,000 | 0.16% |
| CALTON & ASSOCIATES, INC. | 9,963 | $397,000 | 0.12% |
| AVIANCE CAPITAL MANAGEMENT, LLC | 29,264 | $1,166,000 | 0.10% |
| Cypress Wealth Services, LLC | 5,852 | $233,000 | 0.09% |