WISDOMTREE TR's ticker is SFIG and the CUSIP is 97717X156. A total of 26 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $463,235 | +2.8% | 9,730 | +3.0% | 0.04% | 0.0% |
| Q1 2024 | $450,707 | +60.7% | 9,450 | +61.7% | 0.04% | +48.1% |
| Q4 2023 | $280,385 | +5.6% | 5,845 | +2.4% | 0.03% | -3.6% |
| 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Eldridge Investment Advisors, Inc. | 7,700 | $360 | 0.13% |
| Private Advisor Group, LLC | 50,752 | $2,320,434 | 0.12% |
| MONECO Advisors, LLC | 4,454 | $208,199 | 0.08% |
| NewSquare Capital LLC | 8,315 | $388,678 | 0.05% |
| Global Retirement Partners, LLC | 14,050 | $656,756 | 0.04% |
| Savior LLC | 742 | $34,684 | 0.03% |
| RFG Advisory, LLC | 8,377 | $396,640 | 0.02% |
| DB Wealth Management Group, LLC | 589 | $27,532 | 0.02% |
| Newbridge Financial Services Group, Inc. | 295 | $13,790 | 0.01% |
| LPL Financial LLC | 163,891 | $7,660,929 | 0.01% |