WISDOMTREE TR's ticker is WFHY and the CUSIP is 97717X172. A total of 40 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $2,674,000 | +3.1% | 50,807 | +3.4% | 0.41% | +3.6% |
| Q2 2021 | $2,594,000 | -6.7% | 49,151 | -8.0% | 0.39% | -11.1% |
| Q1 2021 | $2,780,000 | +45.9% | 53,447 | +47.3% | 0.44% | +39.4% |
| Q4 2020 | $1,905,000 | -5.6% | 36,282 | -10.0% | 0.32% | -17.0% |
| Q3 2020 | $2,017,000 | -23.9% | 40,297 | -26.0% | 0.38% | -27.0% |
| Q2 2020 | $2,651,000 | – | 54,453 | – | 0.52% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| JD Financial Services Inc. | 118,420 | $6,214,000 | 5.12% |
| Collaborative Wealth Managment Inc. | 77,278 | $4,055,000 | 2.22% |
| Private Wealth Strategies, L.L.C. | 152,130 | $7,970,000 | 1.84% |
| ShoreHaven Wealth Partners, LLC | 38,886 | $2,040,000 | 1.01% |
| Melone Private Wealth, LLC | 18,592 | $976,000 | 0.73% |
| Truadvice, LLC | 8,220 | $414,000 | 0.39% |
| MARIPAU WEALTH MANAGEMENT LLC | 6,159 | $308,000 | 0.29% |
| CWM, LLC | 787,111 | $41,300,000 | 0.29% |
| Lion Street Advisors, LLC | 9,439 | $494,000 | 0.24% |
| AE Wealth Management LLC | 630,984 | $33,108,000 | 0.23% |