UBS Group AG - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is WFHY and the CUSIP is 97717X172. A total of 45 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
UBS Group AG ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$14,037
-90.7%
325
-90.5%
0.00%
Q2 2023$150,691
+1783.6%
3,413
+1907.6%
0.00%
Q1 2022$8,000
-66.7%
170
-62.2%
0.00%
Q4 2021$24,000
+9.1%
450
+8.7%
0.00%
Q3 2021$22,000
-84.5%
414
-84.8%
0.00%
Q1 2021$142,000
+173.1%
2,721
+174.3%
0.00%
Q4 2020$52,000
+1200.0%
992
+1109.8%
0.00%
Q3 2020$4,000
-95.1%
82
-95.1%
0.00%
Q2 2020$81,0001,657
+41325.0%
0.00%
Q1 2020$0
-100.0%
4
-99.5%
0.00%
Q4 2018$41,000
-39.7%
868
-35.5%
0.00%
Q3 2018$68,000
+33.3%
1,345
+29.6%
0.00%
Q2 2018$51,000
+24.4%
1,038
+24.3%
0.00%
Q1 2018$41,000
-4.7%
835
-2.5%
0.00%
Q4 2017$43,000
-20.4%
856
-19.5%
0.00%
Q3 2017$54,000
-10.0%
1,064
-10.1%
0.00%
Q2 2017$60,0001,1840.00%
Other shareholders
WISDOMTREE TR shareholders Q2 2022
NameSharesValueWeighting ↓
Private Wealth Strategies, L.L.C. 97,815$5,135,0001.56%
Simplicity Solutions, LLC 568,995$29,872,0000.44%
AE Wealth Management LLC 706,840$37,109,0000.42%
Truadvice, LLC 25,140$1,310,0000.40%
First Heartland Consultants, Inc. 36,282$1,905,0000.32%
Centennial Wealth Advisory LLC 14,208$746,0000.29%
Patriot Financial Group Insurance Agency, LLC 19,436$1,020,0000.26%
CWM, LLC 570,964$30,129,0000.24%
Acorn Wealth Advisors, LLC 3,979$209,0000.16%
RFG Advisory, LLC 13,731$720,0000.09%
View complete list of WISDOMTREE TR shareholders