WISDOMTREE TR's ticker is WFHY and the CUSIP is 97717X172. A total of 25 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $308,593 | +0.3% | 7,145 | +2.6% | 0.03% | +3.1% |
| Q2 2023 | $307,517 | +0.8% | 6,965 | +2.1% | 0.03% | -11.1% |
| Q1 2023 | $305,126 | +8.0% | 6,820 | +6.1% | 0.04% | +2.9% |
| Q4 2022 | $282,470 | +7.0% | 6,430 | +3.8% | 0.04% | +6.1% |
| Q3 2022 | $264,000 | +2.7% | 6,195 | +5.9% | 0.03% | 0.0% |
| Q2 2022 | $257,000 | -6.9% | 5,850 | +4.7% | 0.03% | +13.8% |
| Q1 2022 | $276,000 | +6.2% | 5,585 | +12.7% | 0.03% | +3.6% |
| Q4 2021 | $260,000 | +21.5% | 4,955 | +21.7% | 0.03% | +12.0% |
| Q3 2021 | $214,000 | +9.7% | 4,070 | +10.3% | 0.02% | +8.7% |
| Q2 2021 | $195,000 | +16.8% | 3,690 | +14.8% | 0.02% | +4.5% |
| Q1 2021 | $167,000 | +16.8% | 3,215 | +18.0% | 0.02% | +10.0% |
| Q4 2020 | $143,000 | +90.7% | 2,725 | +82.9% | 0.02% | +66.7% |
| Q3 2020 | $75,000 | +127.3% | 1,490 | +117.5% | 0.01% | +100.0% |
| Q2 2020 | $33,000 | – | 685 | – | 0.01% | – |
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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% |