WISDOMTREE TR's ticker is WFHY and the CUSIP is 97717X172. A total of 47 filers reported holding WISDOMTREE TR in Q4 2022. 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 ↓ |
|---|---|---|---|
| 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% |