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. | 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% |