WISDOMTREE TR's ticker is WFHY and the CUSIP is 97717X172.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $351,048 | – | 8,128 | – | 0.02% | – |
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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% |