CWM, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is WFHY and the CUSIP is 97717X172. A total of 45 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
CWM, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$80,603
-0.1%
1,866,240
+2.2%
0.49%
-0.8%
Q2 2023$80,651
+3.0%
1,826,685
+4.4%
0.50%
-5.9%
Q1 2023$78,284
+42.8%
1,749,764
+40.2%
0.53%
+30.9%
Q4 2022$54,821
-99.9%
1,247,915
+1.6%
0.40%
-2.9%
Q3 2022$52,404,000
+6.5%
1,228,449
+9.8%
0.42%
+9.2%
Q2 2022$49,211,000
+3.0%
1,118,439
+15.5%
0.38%
+12.4%
Q1 2022$47,766,000
+15.7%
968,091
+23.0%
0.34%
+16.5%
Q4 2021$41,300,000
+37.1%
787,111
+37.9%
0.29%
+21.2%
Q2 2021$30,129,0000.0%570,9640.0%0.24%0.0%
Q1 2021$30,129,0000.0%570,9640.0%0.24%0.0%
Q4 2020$30,129,0000.0%570,9640.0%0.24%0.0%
Q3 2020$30,129,0000.0%570,9640.0%0.24%0.0%
Q2 2020$30,129,0000.0%570,9640.0%0.24%0.0%
Q1 2020$30,129,0000.0%570,9640.0%0.24%0.0%
Q4 2019$30,129,0000.0%570,9640.0%0.24%0.0%
Q3 2019$30,129,0000.0%570,9640.0%0.24%0.0%
Q2 2019$30,129,0000.0%570,9640.0%0.24%0.0%
Q1 2019$30,129,000570,9640.24%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
NameSharesValueWeighting ↓
INVENIO WEALTH PARTNERS LLC 113,325$4,894,5074.46%
Collaborative Wealth Managment Inc. 130,146$5,621,0263.35%
Millington Financial Advisors, LLC 25,631$1,107,0050.99%
KLR INVESTMENT ADVISORS, LLC 23,258$1,040,5670.95%
Truadvice, LLC 33,477$1,449,2260.57%
CWM, LLC 1,866,240$80,6030.49%
Oxinas Partners Wealth Management LLC 12,680$547,6490.41%
Melone Private Wealth, LLC 13,123$566,7910.40%
My Legacy Advisors, LLC 19,108$806,9030.33%
Team Financial Group, LLC 7,425$320,7020.26%
View complete list of WISDOMTREE TR shareholders