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 | $6,278,658 | -16.6% | 145,373 | -14.7% | 0.00% | -20.0% |
| Q2 2023 | $7,525,382 | -11.6% | 170,444 | -10.4% | 0.01% | -28.6% |
| Q1 2023 | $8,513,676 | -8.9% | 190,293 | -10.5% | 0.01% | -12.5% |
| Q4 2022 | $9,340,588 | +83.0% | 212,624 | +77.7% | 0.01% | +60.0% |
| Q3 2022 | $5,105,000 | -32.2% | 119,666 | -30.0% | 0.01% | -28.6% |
| Q2 2022 | $7,525,000 | -34.5% | 171,021 | -26.6% | 0.01% | -30.0% |
| Q1 2022 | $11,495,000 | +88.6% | 232,977 | +100.6% | 0.01% | +100.0% |
| Q4 2021 | $6,094,000 | +16.9% | 116,140 | +17.3% | 0.01% | 0.0% |
| Q3 2021 | $5,212,000 | +28.8% | 99,028 | +29.1% | 0.01% | +25.0% |
| Q2 2021 | $4,048,000 | +9.2% | 76,707 | +7.6% | 0.00% | 0.0% |
| Q1 2021 | $3,706,000 | +7.7% | 71,260 | +8.7% | 0.00% | 0.0% |
| Q4 2020 | $3,442,000 | +230.0% | 65,563 | +214.8% | 0.00% | +100.0% |
| Q3 2020 | $1,043,000 | +150.1% | 20,829 | +143.2% | 0.00% | +100.0% |
| Q2 2020 | $417,000 | – | 8,564 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Wealth Strategies, L.L.C. | 97,815 | $5,135,000 | 1.56% |
| Simplicity Solutions, LLC | 568,995 | $29,872,000 | 0.44% |
| AE Wealth Management LLC | 706,840 | $37,109,000 | 0.42% |
| Truadvice, LLC | 25,140 | $1,310,000 | 0.40% |
| First Heartland Consultants, Inc. | 36,282 | $1,905,000 | 0.32% |
| Centennial Wealth Advisory LLC | 14,208 | $746,000 | 0.29% |
| Patriot Financial Group Insurance Agency, LLC | 19,436 | $1,020,000 | 0.26% |
| CWM, LLC | 570,964 | $30,129,000 | 0.24% |
| Acorn Wealth Advisors, LLC | 3,979 | $209,000 | 0.16% |
| RFG Advisory, LLC | 13,731 | $720,000 | 0.09% |