WISDOMTREE TR's ticker is WFHY and the CUSIP is 97717X172. A total of 54 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 | $974,280 | +184.0% | 22,558 | +180.6% | 0.00% | – |
| Q3 2022 | $343,000 | +29.4% | 8,039 | +33.3% | 0.00% | – |
| Q2 2022 | $265,000 | -29.7% | 6,029 | -21.1% | 0.00% | – |
| Q1 2022 | $377,000 | -23.4% | 7,644 | -18.4% | 0.00% | – |
| Q4 2021 | $492,000 | +1.4% | 9,369 | +1.7% | 0.00% | – |
| Q3 2021 | $485,000 | -3.4% | 9,212 | -3.1% | 0.00% | – |
| Q2 2021 | $502,000 | -71.4% | 9,508 | -71.8% | 0.00% | -100.0% |
| Q1 2021 | $1,756,000 | – | 33,764 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Collaborative Wealth Managment Inc. | 92,491 | $4,063,122 | 2.67% |
| McNaughton Wealth Management, LLC | 53,336 | $2,343,050 | 1.60% |
| Millington Financial Advisors, LLC | 26,673 | $1,171,756 | 1.14% |
| KLR INVESTMENT ADVISORS, LLC | 21,744 | $955,198 | 0.79% |
| Melone Private Wealth, LLC | 16,298 | $715,992 | 0.61% |
| Bernardo Wealth Planning LLC | 28,565 | $1,254,902 | 0.59% |
| CWM, LLC | 1,247,915 | $54,821 | 0.40% |
| My Legacy Advisors, LLC | 16,672 | $762,327 | 0.32% |
| MARIPAU WEALTH MANAGEMENT LLC | 5,890 | $268,172 | 0.28% |
| Lion Street Advisors, LLC | 9,436 | $493,674 | 0.26% |