AE Wealth Management LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is WFHY and the CUSIP is 97717X172. A total of 16 filers reported holding WISDOMTREE TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
AE Wealth Management LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$2,705,149
-2.4%
62,634
-0.2%
0.02%
-5.9%
Q2 2023$2,772,084
-1.1%
62,785
+0.2%
0.02%
-5.6%
Q1 2023$2,803,695
+9.9%
62,667
+7.9%
0.02%0.0%
Q4 2022$2,551,891
+5.9%
58,090
+2.8%
0.02%
-5.3%
Q3 2022$2,410,000
-91.2%
56,489
-90.9%
0.02%
-91.3%
Q2 2022$27,286,000
-18.7%
620,146
-8.8%
0.22%
-5.2%
Q1 2022$33,558,000
+1.4%
680,135
+7.8%
0.23%
-0.4%
Q4 2021$33,108,000
+12.5%
630,984
+12.8%
0.23%
-4.9%
Q3 2021$29,441,000
+2.2%
559,401
+2.5%
0.24%
-3.6%
Q2 2021$28,810,000
+2.8%
545,959
+1.4%
0.25%
-11.0%
Q1 2021$28,014,000
-24.5%
538,685
-23.8%
0.28%
-32.8%
Q4 2020$37,109,000
+53.1%
706,840
+46.0%
0.42%
+21.7%
Q3 2020$24,242,000
+2.1%
484,208
-0.8%
0.35%
-5.7%
Q2 2020$23,751,000
+207.0%
487,895
+181.9%
0.37%
+106.2%
Q1 2020$7,737,000
-11.5%
173,077
+3.2%
0.18%
-6.3%
Q4 2019$8,745,000
+37.3%
167,771
+35.8%
0.19%
+3.3%
Q3 2019$6,371,000123,5860.18%
Other shareholders
WISDOMTREE TR shareholders Q3 2019
NameSharesValueWeighting ↓
JD Financial Services Inc. 118,420$6,214,0005.12%
Collaborative Wealth Managment Inc. 77,278$4,055,0002.22%
Private Wealth Strategies, L.L.C. 152,130$7,970,0001.84%
ShoreHaven Wealth Partners, LLC 38,886$2,040,0001.01%
Melone Private Wealth, LLC 18,592$976,0000.73%
Truadvice, LLC 8,220$414,0000.39%
MARIPAU WEALTH MANAGEMENT LLC 6,159$308,0000.29%
CWM, LLC 787,111$41,300,0000.29%
Lion Street Advisors, LLC 9,439$494,0000.24%
AE Wealth Management LLC 630,984$33,108,0000.23%
View complete list of WISDOMTREE TR shareholders