Wealthquest Corp - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is SFHY and the CUSIP is 97717X149. A total of 14 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Wealthquest Corp ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2021$547,000
-6.3%
10,718
-6.5%
0.09%
-13.8%
Q1 2021$584,000
-1.2%
11,467
-0.3%
0.11%
-13.5%
Q4 2020$591,000
-0.3%
11,496
-0.1%
0.13%
-14.3%
Q3 2020$593,000
-81.8%
11,510
-81.8%
0.15%
-82.2%
Q2 2020$3,256,000
-35.8%
63,200
-37.4%
0.83%
-43.0%
Q4 2019$5,075,000
-7.2%
100,878
-7.1%
1.45%
-20.5%
Q3 2019$5,470,000
-7.6%
108,580
-7.8%
1.83%
-18.3%
Q2 2019$5,922,000
-8.2%
117,815
-9.3%
2.24%
-8.2%
Q1 2019$6,452,000
+26.7%
129,877
+24.6%
2.44%
+16.8%
Q4 2018$5,093,000104,2352.09%
Other shareholders
WISDOMTREE TR shareholders Q4 2020
NameSharesValueWeighting ↓
Matthew Goff Investment Advisor, LLC 11,975$591,0000.18%
Wealthquest Corp 11,496$591,0000.13%
Geneos Wealth Management Inc. 4,549$225,0000.01%
Destiny Wealth Partners, LLC 387$19,0000.00%
JANE STREET GROUP, LLC 67,730$3,341,0000.00%
Syverson Strege & Co 27$1,0000.00%
OSAIC HOLDINGS, INC. 1,222$60,0000.00%
FIFTH THIRD BANCORP 2,057$101,0000.00%
LPL Financial LLC 6,587$325,0000.00%
UBS Group AG 1$00.00%
View complete list of WISDOMTREE TR shareholders