WISDOMTREE TR's ticker is WFHY and the CUSIP is 97717X172. A total of 58 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $602,168 | +1.1% | 13,502 | +2.7% | 0.05% | -1.9% |
| Q1 2024 | $595,600 | +65.8% | 13,145 | +66.2% | 0.05% | +55.9% |
| Q4 2023 | $359,272 | +16.4% | 7,910 | +10.7% | 0.03% | +3.0% |
| 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Collaborative Wealth Managment Inc. | 89,688 | $3,826,000 | 2.71% |
| McNaughton Wealth Management, LLC | 47,199 | $2,013,000 | 1.48% |
| Melone Private Wealth, LLC | 16,850 | $739,000 | 0.64% |
| CWM, LLC | 1,228,449 | $52,404,000 | 0.42% |
| My Legacy Advisors, LLC | 17,000 | $731,000 | 0.37% |
| MARIPAU WEALTH MANAGEMENT LLC | 5,913 | $261,000 | 0.28% |
| Truadvice, LLC | 7,137 | $316,000 | 0.18% |
| Lion Street Advisors, LLC | 7,455 | $318,000 | 0.16% |
| RFG Advisory, LLC | 21,513 | $940,000 | 0.05% |
| FLOW TRADERS U.S. LLC | 23,231 | $991,000 | 0.05% |