CWM, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is WFHY and the CUSIP is 97717X172. A total of 43 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
CWM, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2024$73,567
-6.5%
1,649,549
-5.0%
0.35%
-9.2%
Q1 2024$78,648
+0.1%
1,735,785
+0.4%
0.38%
-9.5%
Q4 2023$78,560
-2.5%
1,729,637
-7.3%
0.42%
-14.6%
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 Q3 2022
NameSharesValueWeighting ↓
Collaborative Wealth Managment Inc. 89,688$3,826,0002.71%
McNaughton Wealth Management, LLC 47,199$2,013,0001.48%
Melone Private Wealth, LLC 16,850$739,0000.64%
CWM, LLC 1,228,449$52,404,0000.42%
My Legacy Advisors, LLC 17,000$731,0000.37%
MARIPAU WEALTH MANAGEMENT LLC 5,913$261,0000.28%
Truadvice, LLC 7,137$316,0000.18%
Lion Street Advisors, LLC 7,455$318,0000.16%
RFG Advisory, LLC 21,513$940,0000.05%
FLOW TRADERS U.S. LLC 23,231$991,0000.05%
View complete list of WISDOMTREE TR shareholders