WISDOMTREE TR's ticker is WTMF and the CUSIP is 97717W125. A total of 48 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $568 | -69.5% | 16,121 | -70.9% | 0.00% | -76.9% |
| Q1 2023 | $1,862 | -20.9% | 55,472 | -25.7% | 0.01% | -13.3% |
| Q4 2022 | $2,355 | -99.9% | 74,669 | +45.4% | 0.02% | +15.4% |
| Q3 2022 | $1,768,000 | +172.0% | 51,358 | +177.2% | 0.01% | +160.0% |
| Q2 2022 | $650,000 | +15.7% | 18,526 | +18.5% | 0.01% | +25.0% |
| Q1 2022 | $562,000 | +49.5% | 15,639 | +47.3% | 0.00% | +33.3% |
| Q4 2021 | $376,000 | +59.3% | 10,618 | +84.1% | 0.00% | +50.0% |
| Q3 2021 | $236,000 | – | 5,768 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FOCUS Wealth Advisors, LLC | 121,367 | $3,827,308 | 2.65% |
| Empirical Asset Management, LLC | 57,141 | $1,801,953 | 1.90% |
| O'Dell Group, LLC | 133,738 | $4,217,425 | 1.49% |
| Cardinal Point Capital Management ULC | 127,532 | $4,021,722 | 1.39% |
| KLR INVESTMENT ADVISORS, LLC | 30,674 | $967,317 | 0.80% |
| Twelve Points Wealth Management LLC | 31,854 | $1,004,513 | 0.68% |
| Endowment Wealth Management, Inc. | 18,217 | $574,472 | 0.63% |
| Efficient Advisors, LLC | 135,830 | $4,283,406 | 0.44% |
| Cambria Investment Management, L.P. | 92,365 | $2,913,197 | 0.24% |
| Truadvice, LLC | 11,724 | $373,409 | 0.20% |