WISDOMTREE TR's ticker is WFHY and the CUSIP is 97717X172.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,695,091 | +1.8% | 85,555 | +4.8% | 0.03% | +3.1% |
| Q2 2023 | $3,629,309 | +45.3% | 81,657 | +46.3% | 0.03% | +33.3% |
| Q1 2023 | $2,497,681 | +66.6% | 55,827 | +59.1% | 0.02% | -68.0% |
| Q4 2022 | $1,498,759 | +1.7% | 35,096 | +1.6% | 0.08% | +341.2% |
| Q3 2022 | $1,474,000 | -2.3% | 34,544 | +0.7% | 0.02% | +30.8% |
| Q2 2022 | $1,509,000 | -9.9% | 34,305 | +1.1% | 0.01% | 0.0% |
| Q1 2022 | $1,674,000 | -16.4% | 33,921 | -11.1% | 0.01% | -13.3% |
| Q4 2021 | $2,002,000 | -59.9% | 38,161 | -59.8% | 0.02% | -53.1% |
| Q3 2021 | $4,997,000 | +96.0% | 94,927 | +96.5% | 0.03% | +45.5% |
| Q2 2021 | $2,549,000 | +26.4% | 48,317 | +24.6% | 0.02% | +15.8% |
| Q1 2021 | $2,017,000 | +24.0% | 38,770 | +25.2% | 0.02% | +11.8% |
| Q4 2020 | $1,626,000 | +1351.8% | 30,975 | +1240.9% | 0.02% | +750.0% |
| Q2 2020 | $112,000 | – | 2,310 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INVENIO WEALTH PARTNERS LLC | 113,325 | $4,894,507 | 4.46% |
| Collaborative Wealth Managment Inc. | 130,146 | $5,621,026 | 3.35% |
| Millington Financial Advisors, LLC | 25,631 | $1,107,005 | 0.99% |
| KLR INVESTMENT ADVISORS, LLC | 23,258 | $1,040,567 | 0.95% |
| Truadvice, LLC | 33,477 | $1,449,226 | 0.57% |
| CWM, LLC | 1,866,240 | $80,603 | 0.49% |
| Oxinas Partners Wealth Management LLC | 12,680 | $547,649 | 0.41% |
| Melone Private Wealth, LLC | 13,123 | $566,791 | 0.40% |
| My Legacy Advisors, LLC | 19,108 | $806,903 | 0.33% |
| Team Financial Group, LLC | 7,425 | $320,702 | 0.26% |