Private Ocean, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is WFHY and the CUSIP is 97717X172. A total of 39 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Private Ocean, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2021$23,000
+35.3%
432
+36.3%
0.00%0.0%
Q1 2021$17,0000.0%317
+0.6%
0.00%0.0%
Q4 2020$17,000
+6.2%
315
+1.6%
0.00%
-25.0%
Q3 2020$16,000
+14.3%
310
+1.3%
0.00%
+33.3%
Q2 2020$14,0003060.00%
Other shareholders
WISDOMTREE TR shareholders Q2 2021
NameSharesValueWeighting ↓
Collaborative Wealth Managment Inc. 89,688$3,826,0002.71%
McNaughton Wealth Management, LLC 47,199$2,013,0001.48%
Melone Private Wealth, LLC 16,850$739,0000.64%
CWM, LLC 1,228,449$52,404,0000.42%
My Legacy Advisors, LLC 17,000$731,0000.37%
MARIPAU WEALTH MANAGEMENT LLC 5,913$261,0000.28%
Truadvice, LLC 7,137$316,0000.18%
Lion Street Advisors, LLC 7,455$318,0000.16%
RFG Advisory, LLC 21,513$940,0000.05%
FLOW TRADERS U.S. LLC 23,231$991,0000.05%
View complete list of WISDOMTREE TR shareholders