WISDOMTREE TR's ticker is WFHY and the CUSIP is 97717X172. A total of 33 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | $6,371,000 | – | 123,586 | – | 0.18% | – |
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% |