WISDOMTREE TR's ticker is WFHY and the CUSIP is 97717X172. A total of 38 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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | $410,000 | – | 8,037 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Wealth Strategies, L.L.C. | 97,815 | $5,135,000 | 1.56% |
| Simplicity Solutions, LLC | 568,995 | $29,872,000 | 0.44% |
| AE Wealth Management LLC | 706,840 | $37,109,000 | 0.42% |
| Truadvice, LLC | 25,140 | $1,310,000 | 0.40% |
| First Heartland Consultants, Inc. | 36,282 | $1,905,000 | 0.32% |
| Centennial Wealth Advisory LLC | 14,208 | $746,000 | 0.29% |
| Patriot Financial Group Insurance Agency, LLC | 19,436 | $1,020,000 | 0.26% |
| CWM, LLC | 570,964 | $30,129,000 | 0.24% |
| Acorn Wealth Advisors, LLC | 3,979 | $209,000 | 0.16% |
| RFG Advisory, LLC | 13,731 | $720,000 | 0.09% |