WISDOMTREE TR's ticker is WFHY and the CUSIP is 97717X172. A total of 43 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $123,868 | -3.9% | 2,868 | -1.7% | 0.01% | 0.0% |
| Q2 2023 | $128,878 | -0.1% | 2,919 | +1.2% | 0.01% | -11.1% |
| Q1 2023 | $128,985 | +892.2% | 2,883 | +809.5% | 0.01% | +800.0% |
| Q3 2022 | $13,000 | -64.9% | 317 | -62.8% | 0.00% | -75.0% |
| Q2 2022 | $37,000 | -11.9% | 853 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $42,000 | -22.2% | 853 | -18.5% | 0.00% | 0.0% |
| Q4 2021 | $54,000 | -1.8% | 1,047 | 0.0% | 0.00% | -20.0% |
| Q3 2021 | $55,000 | 0.0% | 1,047 | 0.0% | 0.01% | -16.7% |
| Q2 2021 | $55,000 | +1.9% | 1,047 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $54,000 | – | 1,047 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| JD Financial Services Inc. | 114,649 | $6,034,000 | 5.50% |
| Private Wealth Strategies, L.L.C. | 154,140 | $8,096,000 | 2.03% |
| ShoreHaven Wealth Partners, LLC | 38,834 | $2,043,000 | 1.06% |
| First Heartland Consultants, Inc. | 50,807 | $2,674,000 | 0.41% |
| Truadvice, LLC | 8,022 | $422,000 | 0.39% |
| Lion Street Advisors, LLC | 9,434 | $496,000 | 0.27% |
| AE Wealth Management LLC | 559,401 | $29,441,000 | 0.24% |
| FLOW TRADERS U.S. LLC | 100,168 | $5,272,000 | 0.21% |
| Acorn Wealth Advisors, LLC | 4,700 | $247,000 | 0.17% |
| Patriot Financial Group Insurance Agency, LLC | 12,180 | $641,000 | 0.11% |