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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,089,863 | +2.0% | 233,497 | +4.3% | 0.02% | -16.7% |
| Q2 2023 | $9,889,015 | +31.7% | 223,862 | +33.4% | 0.02% | +28.6% |
| Q1 2023 | $7,510,827 | +183.2% | 167,769 | +177.9% | 0.01% | +180.0% |
| Q4 2022 | $2,652,000 | +1.7% | 60,369 | -1.2% | 0.01% | -16.7% |
| Q3 2022 | $2,608,000 | -3.4% | 61,095 | -0.3% | 0.01% | 0.0% |
| Q2 2022 | $2,700,000 | -65.9% | 61,306 | -61.8% | 0.01% | -60.0% |
| Q1 2022 | $7,923,000 | -4.2% | 160,500 | +1.9% | 0.02% | -6.2% |
| Q4 2021 | $8,267,000 | -49.4% | 157,480 | -49.2% | 0.02% | -52.9% |
| Q3 2021 | $16,323,000 | +180.6% | 309,940 | +181.3% | 0.03% | +161.5% |
| Q2 2021 | $5,817,000 | +4.7% | 110,164 | +3.2% | 0.01% | 0.0% |
| Q1 2021 | $5,558,000 | -13.6% | 106,793 | -12.8% | 0.01% | -23.5% |
| Q4 2020 | $6,434,000 | +14.2% | 122,492 | +8.9% | 0.02% | 0.0% |
| Q3 2020 | $5,636,000 | +471.6% | 112,511 | +454.9% | 0.02% | +466.7% |
| Q2 2020 | $986,000 | +12.7% | 20,276 | +3.5% | 0.00% | -25.0% |
| Q1 2020 | $875,000 | – | 19,588 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Collaborative Wealth Managment Inc. | 79,499 | $3,923,000 | 2.26% |
| Private Wealth Strategies, L.L.C. | 145,110 | $7,545,000 | 2.09% |
| JD Financial Services Inc. | 30,607 | $1,592,000 | 2.02% |
| First Heartland Consultants, Inc. | 53,447 | $2,780,000 | 0.44% |
| AE Wealth Management LLC | 538,685 | $28,014,000 | 0.28% |
| CWM, LLC | 570,964 | $30,129,000 | 0.24% |
| Truadvice, LLC | 15,400 | $805,000 | 0.24% |
| Patriot Financial Group Insurance Agency, LLC | 15,360 | $799,000 | 0.18% |
| Acorn Wealth Advisors, LLC | 4,751 | $247,000 | 0.18% |
| Cornerstone Wealth Management, LLC | 14,786 | $769,000 | 0.09% |