WISDOMTREE TR's ticker is WFHY and the CUSIP is 97717X172. A total of 50 filers reported holding WISDOMTREE TR in Q1 2023. 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 ↓ |
|---|---|---|---|
| Collaborative Wealth Managment Inc. | 92,491 | $4,063,122 | 2.67% |
| McNaughton Wealth Management, LLC | 53,336 | $2,343,050 | 1.60% |
| Millington Financial Advisors, LLC | 26,673 | $1,171,756 | 1.14% |
| KLR INVESTMENT ADVISORS, LLC | 21,744 | $955,198 | 0.79% |
| Melone Private Wealth, LLC | 16,298 | $715,992 | 0.61% |
| Bernardo Wealth Planning LLC | 28,565 | $1,254,902 | 0.59% |
| CWM, LLC | 1,247,915 | $54,821 | 0.40% |
| My Legacy Advisors, LLC | 16,672 | $762,327 | 0.32% |
| MARIPAU WEALTH MANAGEMENT LLC | 5,890 | $268,172 | 0.28% |
| Lion Street Advisors, LLC | 9,436 | $493,674 | 0.26% |