WISDOMTREE TR's ticker is SFIG and the CUSIP is 97717X156.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $265,598 | -36.0% | 5,710 | -35.5% | 0.03% | -34.9% |
| Q2 2023 | $414,852 | +0.6% | 8,855 | +1.3% | 0.04% | -12.2% |
| Q1 2023 | $412,545 | +6.1% | 8,745 | +5.2% | 0.05% | +2.1% |
| Q4 2022 | $388,678 | +5.3% | 8,315 | +4.1% | 0.05% | +4.3% |
| Q3 2022 | $369,000 | +0.5% | 7,990 | +3.4% | 0.05% | -2.1% |
| Q2 2022 | $367,000 | -25.3% | 7,730 | -23.4% | 0.05% | -9.6% |
| Q1 2022 | $491,000 | +53.9% | 10,095 | +60.0% | 0.05% | +52.9% |
| Q4 2021 | $319,000 | +21.3% | 6,310 | +23.1% | 0.03% | +9.7% |
| Q3 2021 | $263,000 | – | 5,125 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MONECO Advisors, LLC | 63,694 | $3,268,000 | 1.59% |
| Private Wealth Strategies, L.L.C. | 108,617 | $5,578,000 | 1.54% |
| Patriot Financial Group Insurance Agency, LLC | 32,365 | $1,660,000 | 0.38% |
| DB Wealth Management Group, LLC | 5,529 | $284,000 | 0.20% |
| First Heartland Consultants, Inc. | 11,465 | $588,000 | 0.09% |
| Atria Investments, Inc | 27,392 | $1,405,000 | 0.03% |
| Private Advisor Group, LLC | 36,621 | $1,879,000 | 0.02% |
| FLOW TRADERS U.S. LLC | 5,591 | $287,000 | 0.02% |
| Wealthcare Advisory Partners LLC | 2,344 | $120,000 | 0.01% |
| Sowell Financial Services LLC | 3,726 | $192,000 | 0.01% |