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 ↓
Collaborative Wealth Managment Inc. 79,499$3,923,0002.26%
Private Wealth Strategies, L.L.C. 145,110$7,545,0002.09%
JD Financial Services Inc. 30,607$1,592,0002.02%
First Heartland Consultants, Inc. 53,447$2,780,0000.44%
AE Wealth Management LLC 538,685$28,014,0000.28%
CWM, LLC 570,964$30,129,0000.24%
Truadvice, LLC 15,400$805,0000.24%
Patriot Financial Group Insurance Agency, LLC 15,360$799,0000.18%
Acorn Wealth Advisors, LLC 4,751$247,0000.18%
Cornerstone Wealth Management, LLC 14,786$769,0000.09%
View complete list of WISDOMTREE TR shareholders