WISDOMTREE TR's ticker is WFHY and the CUSIP is 97717X172. A total of 54 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $262 | -100.0% | 6,061 | -73.9% | 0.01% | -77.4% |
| Q3 2022 | $991,000 | -66.5% | 23,231 | -65.4% | 0.05% | -66.5% |
| Q2 2022 | $2,957,000 | +65.8% | 67,197 | +86.0% | 0.16% | +154.8% |
| Q1 2022 | $1,783,000 | -68.4% | 36,133 | -66.3% | 0.06% | -58.9% |
| Q4 2021 | $5,634,000 | +6.9% | 107,378 | +7.2% | 0.15% | -28.8% |
| Q3 2021 | $5,272,000 | +13.4% | 100,168 | +13.7% | 0.21% | -8.6% |
| Q2 2021 | $4,647,000 | +336.3% | 88,063 | +269.5% | 0.23% | +300.0% |
| Q1 2020 | $1,065,000 | -22.0% | 23,835 | -9.0% | 0.06% | -50.0% |
| Q4 2019 | $1,366,000 | -8.9% | 26,204 | -10.3% | 0.12% | +17.2% |
| Q2 2019 | $1,499,000 | – | 29,216 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INVENIO WEALTH PARTNERS LLC | 113,325 | $4,894,507 | 4.46% |
| Collaborative Wealth Managment Inc. | 130,146 | $5,621,026 | 3.35% |
| Millington Financial Advisors, LLC | 25,631 | $1,107,005 | 0.99% |
| KLR INVESTMENT ADVISORS, LLC | 23,258 | $1,040,567 | 0.95% |
| Truadvice, LLC | 33,477 | $1,449,226 | 0.57% |
| CWM, LLC | 1,866,240 | $80,603 | 0.49% |
| Oxinas Partners Wealth Management LLC | 12,680 | $547,649 | 0.41% |
| Melone Private Wealth, LLC | 13,123 | $566,791 | 0.40% |
| My Legacy Advisors, LLC | 19,108 | $806,903 | 0.33% |
| Team Financial Group, LLC | 7,425 | $320,702 | 0.26% |