LPL Financial LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is WFHY and the CUSIP is 97717X172. A total of 45 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
LPL Financial LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
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$417,0008,5640.00%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
NameSharesValueWeighting ↓
INVENIO WEALTH PARTNERS LLC 113,325$4,894,5074.46%
Collaborative Wealth Managment Inc. 130,146$5,621,0263.35%
Millington Financial Advisors, LLC 25,631$1,107,0050.99%
KLR INVESTMENT ADVISORS, LLC 23,258$1,040,5670.95%
Truadvice, LLC 33,477$1,449,2260.57%
CWM, LLC 1,866,240$80,6030.49%
Oxinas Partners Wealth Management LLC 12,680$547,6490.41%
Melone Private Wealth, LLC 13,123$566,7910.40%
My Legacy Advisors, LLC 19,108$806,9030.33%
Team Financial Group, LLC 7,425$320,7020.26%
View complete list of WISDOMTREE TR shareholders