WISDOMTREE TR's ticker is WFHY and the CUSIP is 97717X172. A total of 58 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $194,000 | +18.3% | 4,359 | +20.8% | 0.00% | – |
| Q1 2024 | $164,000 | +14.7% | 3,609 | +14.7% | 0.00% | – |
| Q4 2023 | $143,000 | +160.0% | 3,147 | +145.5% | 0.00% | – |
| Q3 2023 | $55,000 | +37.5% | 1,282 | +40.0% | 0.00% | – |
| Q2 2023 | $40,000 | +66.7% | 916 | +68.1% | 0.00% | – |
| Q1 2023 | $24,000 | +4.3% | 545 | +2.3% | 0.00% | – |
| Q4 2022 | $23,000 | -32.4% | 533 | -32.2% | 0.00% | – |
| Q3 2022 | $34,000 | +78.9% | 786 | +81.1% | 0.00% | – |
| Q2 2022 | $19,000 | -38.7% | 434 | -30.4% | 0.00% | – |
| Q1 2022 | $31,000 | -3.1% | 624 | +1.0% | 0.00% | – |
| Q4 2021 | $32,000 | -73.3% | 618 | -73.0% | 0.00% | – |
| Q3 2021 | $120,000 | +300.0% | 2,293 | +301.6% | 0.00% | – |
| Q2 2021 | $30,000 | 0.0% | 571 | 0.0% | 0.00% | – |
| Q1 2021 | $30,000 | -23.1% | 571 | -22.7% | 0.00% | – |
| Q4 2020 | $39,000 | -44.3% | 739 | -46.9% | 0.00% | – |
| Q3 2020 | $70,000 | -36.9% | 1,393 | -39.2% | 0.00% | – |
| Q2 2020 | $111,000 | – | 2,290 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Collaborative Wealth Managment Inc. | 89,688 | $3,826,000 | 2.71% |
| McNaughton Wealth Management, LLC | 47,199 | $2,013,000 | 1.48% |
| Melone Private Wealth, LLC | 16,850 | $739,000 | 0.64% |
| CWM, LLC | 1,228,449 | $52,404,000 | 0.42% |
| My Legacy Advisors, LLC | 17,000 | $731,000 | 0.37% |
| MARIPAU WEALTH MANAGEMENT LLC | 5,913 | $261,000 | 0.28% |
| Truadvice, LLC | 7,137 | $316,000 | 0.18% |
| Lion Street Advisors, LLC | 7,455 | $318,000 | 0.16% |
| RFG Advisory, LLC | 21,513 | $940,000 | 0.05% |
| FLOW TRADERS U.S. LLC | 23,231 | $991,000 | 0.05% |