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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $212,868 | -18.7% | 4,773 | -17.4% | 0.01% | -25.0% |
| Q1 2024 | $261,710 | +111.3% | 5,776 | +101.4% | 0.01% | +50.0% |
| 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 ↓ |
|---|---|---|---|
| Collaborative Wealth Managment Inc. | 89,688 | $3,826,000 | 2.71% |
| McNaughton Wealth Management, LLC | 47,199 | $2,013,000 | 1.48% |
| Melone Private Wealth, LLC | 16,850 | $739,000 | 0.64% |
| CWM, LLC | 1,228,449 | $52,404,000 | 0.42% |
| My Legacy Advisors, LLC | 17,000 | $731,000 | 0.37% |
| MARIPAU WEALTH MANAGEMENT LLC | 5,913 | $261,000 | 0.28% |
| Truadvice, LLC | 7,137 | $316,000 | 0.18% |
| Lion Street Advisors, LLC | 7,455 | $318,000 | 0.16% |
| RFG Advisory, LLC | 21,513 | $940,000 | 0.05% |
| FLOW TRADERS U.S. LLC | 23,231 | $991,000 | 0.05% |