WISDOMTREE TR's ticker is WFHY and the CUSIP is 97717X172. A total of 46 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $202,000 | -52.0% | 4,596 | -46.2% | 0.04% | -45.3% |
| Q1 2022 | $421,000 | -26.7% | 8,539 | -21.9% | 0.08% | -21.1% |
| Q4 2021 | $574,000 | -10.5% | 10,939 | -10.2% | 0.10% | -16.7% |
| Q3 2021 | $641,000 | -3.0% | 12,180 | -2.8% | 0.11% | -5.8% |
| Q2 2021 | $661,000 | -17.3% | 12,535 | -18.4% | 0.12% | -33.9% |
| Q1 2021 | $799,000 | -21.7% | 15,360 | -21.0% | 0.18% | -28.5% |
| Q4 2020 | $1,020,000 | +3.2% | 19,436 | -1.5% | 0.26% | -20.2% |
| Q3 2020 | $988,000 | +32.3% | 19,739 | +28.6% | 0.32% | +12.2% |
| Q2 2020 | $747,000 | +116.5% | 15,355 | +99.1% | 0.29% | +81.0% |
| Q1 2020 | $345,000 | -20.9% | 7,714 | -7.7% | 0.16% | -3.7% |
| Q4 2019 | $436,000 | -0.2% | 8,358 | -1.4% | 0.16% | -16.3% |
| Q3 2019 | $437,000 | +11.8% | 8,479 | +11.4% | 0.20% | +16.0% |
| Q2 2019 | $391,000 | +21.1% | 7,608 | +19.8% | 0.17% | +1.8% |
| Q1 2019 | $323,000 | +84.6% | 6,353 | +72.1% | 0.17% | +44.3% |
| Q4 2018 | $175,000 | – | 3,692 | – | 0.12% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Wealth Strategies, L.L.C. | 79,309 | $3,861,000 | 1.71% |
| First Heartland Consultants, Inc. | 54,453 | $2,651,000 | 0.52% |
| Simplicity Solutions, LLC | 484,308 | $23,576,000 | 0.47% |
| AE Wealth Management LLC | 487,895 | $23,751,000 | 0.37% |
| Patriot Financial Group Insurance Agency, LLC | 15,355 | $747,000 | 0.29% |
| CWM, LLC | 570,964 | $30,129,000 | 0.24% |
| RFG Advisory, LLC | 10,535 | $513,000 | 0.08% |
| Cornerstone Wealth Management, LLC | 7,921 | $386,000 | 0.06% |
| LifePlan Financial Group, Inc | 1,652 | $80,000 | 0.04% |
| IFP Advisors, Inc | 8,936 | $431,000 | 0.03% |