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. | 79,499 | $3,923,000 | 2.26% |
| Private Wealth Strategies, L.L.C. | 145,110 | $7,545,000 | 2.09% |
| JD Financial Services Inc. | 30,607 | $1,592,000 | 2.02% |
| First Heartland Consultants, Inc. | 53,447 | $2,780,000 | 0.44% |
| AE Wealth Management LLC | 538,685 | $28,014,000 | 0.28% |
| CWM, LLC | 570,964 | $30,129,000 | 0.24% |
| Truadvice, LLC | 15,400 | $805,000 | 0.24% |
| Patriot Financial Group Insurance Agency, LLC | 15,360 | $799,000 | 0.18% |
| Acorn Wealth Advisors, LLC | 4,751 | $247,000 | 0.18% |
| Cornerstone Wealth Management, LLC | 14,786 | $769,000 | 0.09% |