WISDOMTREE TR's ticker is WFHY and the CUSIP is 97717X172. A total of 38 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,393,063 | +8.1% | 78,561 | +10.5% | 0.00% | +100.0% |
| Q2 2023 | $3,139,916 | +8.9% | 71,117 | +10.3% | 0.00% | 0.0% |
| Q1 2023 | $2,883,397 | +10.1% | 64,448 | +8.1% | 0.00% | 0.0% |
| Q4 2022 | $2,619,488 | +20.3% | 59,629 | +16.8% | 0.00% | 0.0% |
| Q3 2022 | $2,178,000 | +95.3% | 51,064 | +101.4% | 0.00% | 0.0% |
| Q2 2022 | $1,115,000 | +29.2% | 25,351 | +45.0% | 0.00% | – |
| Q1 2022 | $863,000 | +0.9% | 17,485 | +7.3% | 0.00% | – |
| Q4 2021 | $855,000 | -91.1% | 16,290 | -91.1% | 0.00% | -100.0% |
| Q3 2021 | $9,618,000 | +1.4% | 182,748 | +1.7% | 0.01% | 0.0% |
| Q2 2021 | $9,487,000 | +1.2% | 179,780 | -0.3% | 0.01% | -16.7% |
| Q1 2021 | $9,379,000 | +4222.1% | 180,338 | +4223.6% | 0.01% | – |
| Q4 2019 | $217,000 | – | 4,171 | – | 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% |