WISDOMTREE TR's ticker is SFHY and the CUSIP is 97717X149. A total of 13 filers reported holding WISDOMTREE TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $1,449,000 | +73.3% | 29,003 | +72.0% | 0.00% | 0.0% |
| Q1 2021 | $836,000 | +157.2% | 16,867 | +156.1% | 0.00% | – |
| Q4 2020 | $325,000 | -22.1% | 6,587 | -24.3% | 0.00% | -100.0% |
| Q3 2020 | $417,000 | +5.0% | 8,696 | +2.6% | 0.00% | 0.0% |
| Q2 2020 | $397,000 | +46.0% | 8,473 | +36.9% | 0.00% | 0.0% |
| Q1 2020 | $272,000 | -92.5% | 6,190 | -91.4% | 0.00% | -85.7% |
| Q4 2019 | $3,636,000 | +2.2% | 71,887 | +1.3% | 0.01% | 0.0% |
| Q3 2019 | $3,557,000 | +0.3% | 70,963 | +1.2% | 0.01% | -12.5% |
| Q2 2019 | $3,547,000 | +12.8% | 70,115 | +12.4% | 0.01% | +14.3% |
| Q1 2019 | $3,144,000 | – | 62,393 | – | 0.01% | – |
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% |