Sowell Financial Services LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is WFHY and the CUSIP is 97717X172. A total of 33 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Sowell Financial Services LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2021$268,000
+28.2%
5,105
+28.1%
0.01%0.0%
Q4 2020$209,000
+14.2%
3,984
+9.0%
0.01%0.0%
Q3 2020$183,000
+5.2%
3,654
+2.4%
0.01%
-10.0%
Q2 2020$174,000
+8.1%
3,568
-0.7%
0.01%
-16.7%
Q1 2020$161,000
+335.1%
3,593
+404.6%
0.01%
+300.0%
Q4 2019$37,000
+105.6%
712
+100.6%
0.00%
+200.0%
Q3 2019$18,0003550.00%
Other shareholders
WISDOMTREE TR shareholders Q4 2020
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