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 | $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 | $30,129,000 | 0.0% | 570,964 | 0.0% | 0.24% | 0.0% |
| Q1 2021 | $30,129,000 | 0.0% | 570,964 | 0.0% | 0.24% | 0.0% |
| Q4 2020 | $30,129,000 | 0.0% | 570,964 | 0.0% | 0.24% | 0.0% |
| Q3 2020 | $30,129,000 | 0.0% | 570,964 | 0.0% | 0.24% | 0.0% |
| Q2 2020 | $30,129,000 | 0.0% | 570,964 | 0.0% | 0.24% | 0.0% |
| Q1 2020 | $30,129,000 | 0.0% | 570,964 | 0.0% | 0.24% | 0.0% |
| Q4 2019 | $30,129,000 | 0.0% | 570,964 | 0.0% | 0.24% | 0.0% |
| Q3 2019 | $30,129,000 | 0.0% | 570,964 | 0.0% | 0.24% | 0.0% |
| Q2 2019 | $30,129,000 | 0.0% | 570,964 | 0.0% | 0.24% | 0.0% |
| Q1 2019 | $30,129,000 | – | 570,964 | – | 0.24% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| JD Financial Services Inc. | 114,649 | $6,034,000 | 5.50% |
| Private Wealth Strategies, L.L.C. | 154,140 | $8,096,000 | 2.03% |
| ShoreHaven Wealth Partners, LLC | 38,834 | $2,043,000 | 1.06% |
| First Heartland Consultants, Inc. | 50,807 | $2,674,000 | 0.41% |
| Truadvice, LLC | 8,022 | $422,000 | 0.39% |
| Lion Street Advisors, LLC | 9,434 | $496,000 | 0.27% |
| AE Wealth Management LLC | 559,401 | $29,441,000 | 0.24% |
| FLOW TRADERS U.S. LLC | 100,168 | $5,272,000 | 0.21% |
| Acorn Wealth Advisors, LLC | 4,700 | $247,000 | 0.17% |
| Patriot Financial Group Insurance Agency, LLC | 12,180 | $641,000 | 0.11% |