WISDOMTREE TR's ticker is SFHY and the CUSIP is 97717X149. A total of 3 filers reported holding WISDOMTREE TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $266,000 | -21.8% | 5,270 | -23.4% | 0.18% | -28.0% |
| Q2 2018 | $340,000 | -7.9% | 6,880 | -9.1% | 0.25% | -6.4% |
| Q1 2018 | $369,000 | -0.5% | 7,570 | 0.0% | 0.27% | -0.4% |
| Q4 2017 | $371,000 | -2.6% | 7,570 | 0.0% | 0.27% | -7.6% |
| Q3 2017 | $381,000 | +2.7% | 7,570 | +2.7% | 0.29% | +6.2% |
| Q2 2017 | $371,000 | +25.8% | 7,370 | +25.3% | 0.27% | +23.0% |
| Q1 2017 | $295,000 | 0.0% | 5,880 | 0.0% | 0.22% | -6.3% |
| Q4 2016 | $295,000 | +1.0% | 5,880 | +2.8% | 0.24% | +1.3% |
| Q3 2016 | $292,000 | +2.5% | 5,720 | 0.0% | 0.23% | -3.3% |
| Q2 2016 | $285,000 | – | 5,720 | – | 0.24% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wealthquest Corp | 100,878 | $5,075,000 | 1.45% |
| Simplicity Solutions, LLC | 32,155 | $1,626,000 | 0.05% |
| AE Wealth Management LLC | 32,213 | $1,629,000 | 0.04% |
| LifePlan Financial Group, Inc | 477 | $24,000 | 0.01% |
| Capital Investment Advisory Services, LLC | 616 | $31,000 | 0.01% |
| LPL Financial LLC | 71,887 | $3,636,000 | 0.01% |
| Geneos Wealth Management Inc. | 1,975 | $99,000 | 0.01% |
| Carroll Financial Associates, Inc. | 857 | $43,000 | 0.00% |
| UBS Group AG | 50 | $3,000 | 0.00% |
| ENVESTNET ASSET MANAGEMENT INC | 7,887 | $399,000 | 0.00% |