IFP Advisors, Inc - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is WFHY and the CUSIP is 97717X172. A total of 19 filers reported holding WISDOMTREE TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
IFP Advisors, Inc ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$195,944
-53.0%
4,537
-49.2%
0.01%0.0%
Q2 2023$416,854
-0.7%
8,938
+4.7%
0.01%
-50.0%
Q1 2023$419,640
+42330.7%
8,540
-57.6%
0.02%
-30.8%
Q4 2022$989
-99.9%
20,136
-29.7%
0.03%
-29.7%
Q3 2022$1,406,000
-3.6%
28,659
-3.7%
0.04%
-19.6%
Q2 2022$1,459,000
-32.8%
29,769
-32.8%
0.05%
+70.4%
Q1 2022$2,171,000
+189.5%
44,283
+209.7%
0.03%
+80.0%
Q4 2021$750,000
+5.2%
14,299
+5.4%
0.02%
+7.1%
Q3 2021$713,000
+23.8%
13,565
+24.4%
0.01%
+16.7%
Q2 2021$576,000
+12.7%
10,902
+11.4%
0.01%
+20.0%
Q1 2021$511,000
+0.8%
9,788
+1.3%
0.01%
-52.4%
Q4 2020$507,000
+11.4%
9,663
+6.3%
0.02%
-22.2%
Q3 2020$455,000
+5.6%
9,094
+1.8%
0.03%
-20.6%
Q2 2020$431,000
+12.5%
8,936
+2.3%
0.03%
-12.8%
Q1 2020$383,000
-12.0%
8,737
+4.4%
0.04%
+18.2%
Q4 2019$435,000
+6.1%
8,368
+4.1%
0.03%
+22.2%
Q3 2019$410,0008,0370.03%
Other shareholders
WISDOMTREE TR shareholders Q1 2020
NameSharesValueWeighting ↓
INVENIO WEALTH PARTNERS LLC 113,325$4,894,5074.46%
Collaborative Wealth Managment Inc. 130,146$5,621,0263.35%
Millington Financial Advisors, LLC 25,631$1,107,0050.99%
KLR INVESTMENT ADVISORS, LLC 23,258$1,040,5670.95%
Truadvice, LLC 33,477$1,449,2260.57%
CWM, LLC 1,866,240$80,6030.49%
Oxinas Partners Wealth Management LLC 12,680$547,6490.41%
Melone Private Wealth, LLC 13,123$566,7910.40%
My Legacy Advisors, LLC 19,108$806,9030.33%
Team Financial Group, LLC 7,425$320,7020.26%
View complete list of WISDOMTREE TR shareholders