RFG Advisory, 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
RFG Advisory, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2024$521,181
+2.8%
11,686
+4.4%
0.02%0.0%
Q1 2024$506,954
-46.6%
11,189
-49.1%
0.02%
-59.5%
Q3 2023$948,966
+1.0%
21,972
+3.2%
0.04%0.0%
Q2 2023$939,629
+7.8%
21,282
+9.2%
0.04%
-2.3%
Q1 2023$871,802
-3.3%
19,486
-1.2%
0.04%
-6.5%
Q4 2022$901,986
-4.0%
19,726
-8.3%
0.05%
-13.2%
Q3 2022$940,000
-4.7%
21,513
+2.2%
0.05%
-7.0%
Q2 2022$986,000
-0.8%
21,058
+4.5%
0.06%
-9.5%
Q1 2022$994,0000.0%20,147
+6.3%
0.06%
-7.4%
Q4 2021$994,000
+6.7%
18,947
+7.0%
0.07%
-11.7%
Q3 2021$932,000
+13.0%
17,711
+13.4%
0.08%
+5.5%
Q2 2021$825,000
+7.3%
15,625
+5.7%
0.07%
-13.1%
Q1 2021$769,000
+6.8%
14,781
+7.6%
0.08%
-10.6%
Q4 2020$720,000
+30.7%
13,731
+24.7%
0.09%
+22.1%
Q3 2020$551,000
+7.4%
11,015
+4.6%
0.08%
-3.8%
Q2 2020$513,000
+27.9%
10,535
+17.4%
0.08%
+6.7%
Q1 2020$401,000
+35.5%
8,974
+58.0%
0.08%
+50.0%
Q4 2019$296,000
+42.3%
5,680
+41.0%
0.05%
+22.0%
Q3 2019$208,000
-3.3%
4,029
-4.8%
0.04%
-16.3%
Q2 2019$215,0004,2320.05%
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