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 | $3,273,526 | -14.5% | 92,971 | -15.0% | 0.00% | 0.0% |
| Q2 2023 | $3,827,107 | +6.0% | 109,390 | +1.6% | 0.00% | 0.0% |
| Q1 2023 | $3,611,858 | +1.1% | 107,629 | -5.0% | 0.00% | 0.0% |
| Q4 2022 | $3,571,559 | +46.2% | 113,257 | +59.6% | 0.00% | 0.0% |
| Q3 2022 | $2,443,000 | +23.9% | 70,952 | +26.3% | 0.00% | 0.0% |
| Q2 2022 | $1,972,000 | +205.7% | 56,168 | +213.4% | 0.00% | – |
| Q1 2022 | $645,000 | -52.1% | 17,925 | -52.8% | 0.00% | – |
| Q4 2021 | $1,346,000 | -76.7% | 37,989 | -73.1% | 0.00% | -100.0% |
| Q3 2021 | $5,788,000 | +87.1% | 141,206 | +89.0% | 0.00% | 0.0% |
| Q2 2021 | $3,094,000 | -19.8% | 74,700 | -24.6% | 0.00% | 0.0% |
| Q1 2021 | $3,858,000 | +477.5% | 99,017 | +449.9% | 0.00% | – |
| Q4 2020 | $668,000 | +30.0% | 18,007 | +22.6% | 0.00% | – |
| Q3 2020 | $514,000 | +10.1% | 14,692 | +10.0% | 0.00% | – |
| Q2 2020 | $467,000 | -24.7% | 13,358 | -21.9% | 0.00% | – |
| Q1 2020 | $620,000 | +104.6% | 17,101 | +109.2% | 0.00% | – |
| Q4 2019 | $303,000 | -33.0% | 8,174 | -31.2% | 0.00% | – |
| Q3 2019 | $452,000 | -8.3% | 11,874 | -8.9% | 0.00% | – |
| Q2 2019 | $493,000 | -49.8% | 13,032 | -48.5% | 0.00% | – |
| Q1 2019 | $983,000 | -77.9% | 25,286 | -78.0% | 0.00% | -100.0% |
| Q4 2018 | $4,458,000 | -35.0% | 115,024 | -31.6% | 0.00% | -50.0% |
| Q3 2018 | $6,857,000 | -7.6% | 168,238 | -9.6% | 0.00% | 0.0% |
| Q2 2018 | $7,417,000 | -11.5% | 186,172 | -12.1% | 0.00% | 0.0% |
| Q1 2018 | $8,378,000 | +92.9% | 211,907 | +95.4% | 0.00% | +100.0% |
| Q4 2017 | $4,343,000 | -53.6% | 108,436 | -55.0% | 0.00% | -66.7% |
| Q3 2017 | $9,353,000 | -34.4% | 241,159 | -34.0% | 0.00% | -40.0% |
| Q2 2017 | $14,262,000 | +7.2% | 365,618 | +9.4% | 0.01% | +25.0% |
| Q1 2017 | $13,305,000 | +48.1% | 334,289 | +54.2% | 0.00% | +33.3% |
| Q4 2016 | $8,985,000 | -2.6% | 216,723 | -1.1% | 0.00% | 0.0% |
| Q3 2016 | $9,221,000 | -17.0% | 219,185 | -16.2% | 0.00% | -25.0% |
| Q2 2016 | $11,116,000 | -23.6% | 261,467 | -24.7% | 0.00% | -33.3% |
| Q1 2016 | $14,548,000 | +0.8% | 347,447 | +0.6% | 0.01% | 0.0% |
| Q4 2015 | $14,435,000 | +0.8% | 345,422 | -0.1% | 0.01% | 0.0% |
| Q3 2015 | $14,322,000 | -4.5% | 345,611 | -1.6% | 0.01% | 0.0% |
| Q2 2015 | $15,002,000 | -36.9% | 351,397 | -34.6% | 0.01% | +20.0% |
| Q1 2015 | $23,790,000 | +105.5% | 537,274 | +102.2% | 0.01% | 0.0% |
| Q4 2014 | $11,577,000 | -1.7% | 265,730 | -1.6% | 0.01% | 0.0% |
| Q3 2014 | $11,775,000 | +15.8% | 270,031 | +10.9% | 0.01% | +25.0% |
| Q2 2014 | $10,171,000 | +23.3% | 243,496 | +21.3% | 0.00% | 0.0% |
| Q1 2014 | $8,247,000 | -19.4% | 200,814 | -18.6% | 0.00% | 0.0% |
| Q4 2013 | $10,238,000 | +24.7% | 246,762 | +24.7% | 0.00% | 0.0% |
| Q3 2013 | $8,207,000 | +4.9% | 197,935 | +5.9% | 0.00% | 0.0% |
| Q2 2013 | $7,827,000 | – | 186,943 | – | 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% |