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 | $2,545,094 | -2.1% | 57,067 | -0.5% | 0.02% | -10.5% |
| Q1 2024 | $2,599,499 | -36.1% | 57,372 | -36.0% | 0.02% | -40.6% |
| Q4 2023 | $4,068,720 | +10.1% | 89,579 | +4.7% | 0.03% | -3.0% |
| 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Wealth Strategies, L.L.C. | 79,309 | $3,861,000 | 1.71% |
| First Heartland Consultants, Inc. | 54,453 | $2,651,000 | 0.52% |
| Simplicity Solutions, LLC | 484,308 | $23,576,000 | 0.47% |
| AE Wealth Management LLC | 487,895 | $23,751,000 | 0.37% |
| Patriot Financial Group Insurance Agency, LLC | 15,355 | $747,000 | 0.29% |
| CWM, LLC | 570,964 | $30,129,000 | 0.24% |
| RFG Advisory, LLC | 10,535 | $513,000 | 0.08% |
| Cornerstone Wealth Management, LLC | 7,921 | $386,000 | 0.06% |
| LifePlan Financial Group, Inc | 1,652 | $80,000 | 0.04% |
| IFP Advisors, Inc | 8,936 | $431,000 | 0.03% |