WISDOMTREE TR's ticker is WFHY and the CUSIP is 97717X172. A total of 40 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $201,330 | +0.2% | 4,500 | -1.3% | 0.15% | -6.3% |
| Q2 2022 | $201,000 | -10.7% | 4,557 | 0.0% | 0.16% | +2.6% |
| Q1 2022 | $225,000 | -7.4% | 4,557 | -1.5% | 0.16% | +0.6% |
| Q4 2021 | $243,000 | -1.6% | 4,625 | -1.6% | 0.15% | -11.0% |
| Q3 2021 | $247,000 | -1.2% | 4,700 | -0.7% | 0.17% | 0.0% |
| Q2 2021 | $250,000 | +1.2% | 4,733 | -0.4% | 0.17% | -2.3% |
| Q1 2021 | $247,000 | +18.2% | 4,751 | +19.4% | 0.18% | +7.3% |
| Q4 2020 | $209,000 | – | 3,979 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| JD Financial Services Inc. | 114,649 | $6,034,000 | 5.50% |
| Private Wealth Strategies, L.L.C. | 154,140 | $8,096,000 | 2.03% |
| ShoreHaven Wealth Partners, LLC | 38,834 | $2,043,000 | 1.06% |
| First Heartland Consultants, Inc. | 50,807 | $2,674,000 | 0.41% |
| Truadvice, LLC | 8,022 | $422,000 | 0.39% |
| Lion Street Advisors, LLC | 9,434 | $496,000 | 0.27% |
| AE Wealth Management LLC | 559,401 | $29,441,000 | 0.24% |
| FLOW TRADERS U.S. LLC | 100,168 | $5,272,000 | 0.21% |
| Acorn Wealth Advisors, LLC | 4,700 | $247,000 | 0.17% |
| Patriot Financial Group Insurance Agency, LLC | 12,180 | $641,000 | 0.11% |