WISDOMTREE TR's ticker is WFIG and the CUSIP is 97717X198.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $257,881 | +229.9% | 6,145 | +244.3% | 0.03% | +237.5% |
| Q2 2023 | $78,181 | +0.5% | 1,785 | +2.0% | 0.01% | -11.1% |
| Q1 2023 | $77,777 | +11.1% | 1,750 | +8.0% | 0.01% | 0.0% |
| Q4 2022 | $70,002 | +2.9% | 1,620 | +1.6% | 0.01% | 0.0% |
| Q3 2022 | $68,000 | -1.4% | 1,595 | +4.9% | 0.01% | 0.0% |
| Q2 2022 | $69,000 | -2.8% | 1,520 | +5.6% | 0.01% | +12.5% |
| Q1 2022 | $71,000 | -63.2% | 1,440 | -59.9% | 0.01% | -60.0% |
| Q4 2021 | $193,000 | +22.9% | 3,590 | +23.4% | 0.02% | +11.1% |
| Q3 2021 | $157,000 | +8.3% | 2,910 | +9.6% | 0.02% | +5.9% |
| Q2 2021 | $145,000 | +19.8% | 2,655 | +15.4% | 0.02% | +6.2% |
| Q1 2021 | $121,000 | +15.2% | 2,300 | +23.0% | 0.02% | +6.7% |
| Q4 2020 | $105,000 | +90.9% | 1,870 | +87.0% | 0.02% | +66.7% |
| Q3 2020 | $55,000 | +120.0% | 1,000 | +115.1% | 0.01% | +125.0% |
| Q2 2020 | $25,000 | – | 465 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| AE Wealth Management LLC | 587,704 | $30,817,000 | 0.31% |
| Perennial Advisors, LLC | 2,502 | $131,000 | 0.04% |
| RMR Wealth Builders | 1,550 | $81,000 | 0.02% |
| NewSquare Capital LLC | 2,300 | $121,000 | 0.02% |
| LPL Financial LLC | 111,490 | $5,846,000 | 0.01% |
| Lloyd Advisory Services, LLC. | 245 | $13,000 | 0.01% |
| Private Advisor Group, LLC | 9,104 | $477,000 | 0.01% |
| CWM, LLC | 9,392 | $512,000 | 0.00% |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% |
| Citadel Advisors | 14,784 | $775,000 | 0.00% |