WISDOMTREE TR's ticker is WFHY and the CUSIP is 97717X172. A total of 54 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $248,665 | -1.8% | 5,632 | -0.5% | 0.02% | -12.0% |
| Q1 2023 | $253,315 | -12.6% | 5,662 | -16.8% | 0.02% | -21.9% |
| Q3 2022 | $290,000 | -55.3% | 6,802 | -53.9% | 0.03% | -55.6% |
| Q2 2022 | $649,000 | -14.0% | 14,744 | -3.7% | 0.07% | -1.4% |
| Q1 2022 | $755,000 | -8.8% | 15,311 | -2.8% | 0.07% | -7.6% |
| Q4 2021 | $828,000 | +0.1% | 15,753 | +0.2% | 0.08% | -10.2% |
| Q3 2021 | $827,000 | +5.2% | 15,716 | +5.5% | 0.09% | +6.0% |
| Q2 2021 | $786,000 | +2.2% | 14,900 | +0.8% | 0.08% | -8.8% |
| Q1 2021 | $769,000 | +15.3% | 14,786 | +16.4% | 0.09% | +8.3% |
| Q4 2020 | $667,000 | +5.9% | 12,703 | +0.9% | 0.08% | -9.7% |
| Q3 2020 | $630,000 | +63.2% | 12,585 | +58.9% | 0.09% | +50.0% |
| Q2 2020 | $386,000 | – | 7,921 | – | 0.06% | – |
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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% |