WISDOMTREE TR's ticker is SFIG and the CUSIP is 97717X156.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,298,758 | -8.5% | 92,417 | -7.5% | 0.04% | -7.3% |
| Q2 2023 | $4,695,682 | +30.5% | 99,960 | +31.1% | 0.04% | +20.6% |
| Q1 2023 | $3,597,320 | +55.0% | 76,255 | +50.3% | 0.03% | -70.9% |
| Q4 2022 | $2,320,434 | -1.1% | 50,752 | -0.1% | 0.12% | +333.3% |
| Q3 2022 | $2,347,000 | -6.8% | 50,780 | -4.3% | 0.03% | +22.7% |
| Q2 2022 | $2,519,000 | -10.0% | 53,040 | -7.8% | 0.02% | +4.8% |
| Q1 2022 | $2,798,000 | -1.5% | 57,511 | +2.4% | 0.02% | 0.0% |
| Q4 2021 | $2,841,000 | -21.9% | 56,143 | -20.8% | 0.02% | -8.7% |
| Q3 2021 | $3,637,000 | +64.7% | 70,925 | +65.4% | 0.02% | +21.1% |
| Q2 2021 | $2,208,000 | +17.5% | 42,890 | +17.1% | 0.02% | +5.6% |
| Q1 2021 | $1,879,000 | -33.1% | 36,621 | -32.4% | 0.02% | -37.9% |
| Q4 2020 | $2,810,000 | +61.3% | 54,199 | +60.6% | 0.03% | +26.1% |
| Q3 2020 | $1,742,000 | +37.4% | 33,752 | +37.7% | 0.02% | +27.8% |
| Q2 2020 | $1,268,000 | – | 24,510 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MONECO Advisors, LLC | 63,694 | $3,268,000 | 1.59% |
| Private Wealth Strategies, L.L.C. | 108,617 | $5,578,000 | 1.54% |
| Patriot Financial Group Insurance Agency, LLC | 32,365 | $1,660,000 | 0.38% |
| DB Wealth Management Group, LLC | 5,529 | $284,000 | 0.20% |
| First Heartland Consultants, Inc. | 11,465 | $588,000 | 0.09% |
| Atria Investments, Inc | 27,392 | $1,405,000 | 0.03% |
| Private Advisor Group, LLC | 36,621 | $1,879,000 | 0.02% |
| FLOW TRADERS U.S. LLC | 5,591 | $287,000 | 0.02% |
| Wealthcare Advisory Partners LLC | 2,344 | $120,000 | 0.01% |
| Sowell Financial Services LLC | 3,726 | $192,000 | 0.01% |