WISDOMTREE TR's ticker is WFHY and the CUSIP is 97717X172.
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 ↓ |
|---|---|---|---|
| Collaborative Wealth Managment Inc. | 135,781 | $5,994,982 | 3.57% |
| Millington Financial Advisors, LLC | 25,827 | $1,140,300 | 1.01% |
| McNaughton Wealth Management, LLC | 34,676 | $1,531,004 | 0.98% |
| KLR INVESTMENT ADVISORS, LLC | 24,018 | $1,060,457 | 0.87% |
| LEO BROKERAGE, LLC | 122,960 | $5,414,952 | 0.62% |
| CWM, LLC | 1,826,685 | $80,651 | 0.50% |
| Melone Private Wealth, LLC | 13,009 | $574,387 | 0.40% |
| My Legacy Advisors, LLC | 19,110 | $856,128 | 0.34% |
| Oxinas Partners Wealth Management LLC | 11,539 | $509,466 | 0.33% |
| MARIPAU WEALTH MANAGEMENT LLC | 5,301 | $234,048 | 0.21% |