Simplicity Solutions, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is WFHY and the CUSIP is 97717X172. A total of 33 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Simplicity Solutions, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2020$29,872,000
+23.5%
568,995
+17.7%
0.44%
-0.4%
Q3 2020$24,194,000
+2.6%
483,249
-0.2%
0.44%
-4.5%
Q2 2020$23,576,000
+208.6%
484,308
+183.4%
0.47%
+98.3%
Q1 2020$7,640,000
-11.9%
170,917
+2.8%
0.24%
-11.0%
Q4 2019$8,668,000
+36.3%
166,301
+34.8%
0.26%
+1.9%
Q3 2019$6,361,000123,3890.26%
Other shareholders
WISDOMTREE TR shareholders Q4 2020
NameSharesValueWeighting ↓
Private Wealth Strategies, L.L.C. 97,815$5,135,0001.56%
Simplicity Solutions, LLC 568,995$29,872,0000.44%
AE Wealth Management LLC 706,840$37,109,0000.42%
Truadvice, LLC 25,140$1,310,0000.40%
First Heartland Consultants, Inc. 36,282$1,905,0000.32%
Centennial Wealth Advisory LLC 14,208$746,0000.29%
Patriot Financial Group Insurance Agency, LLC 19,436$1,020,0000.26%
CWM, LLC 570,964$30,129,0000.24%
Acorn Wealth Advisors, LLC 3,979$209,0000.16%
RFG Advisory, LLC 13,731$720,0000.09%
View complete list of WISDOMTREE TR shareholders