WISDOMTREE TR's ticker is WFHY and the CUSIP is 97717X172. A total of 41 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 2024 | $201,448 | -1.4% | 4,446 | -1.2% | 0.10% | -13.2% |
| Q4 2023 | $204,390 | +1.5% | 4,500 | 0.0% | 0.12% | -18.8% |
| 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 ↓ |
|---|---|---|---|
| Collaborative Wealth Managment Inc. | 89,688 | $3,826,000 | 2.71% |
| McNaughton Wealth Management, LLC | 47,199 | $2,013,000 | 1.48% |
| Melone Private Wealth, LLC | 16,850 | $739,000 | 0.64% |
| CWM, LLC | 1,228,449 | $52,404,000 | 0.42% |
| My Legacy Advisors, LLC | 17,000 | $731,000 | 0.37% |
| MARIPAU WEALTH MANAGEMENT LLC | 5,913 | $261,000 | 0.28% |
| Truadvice, LLC | 7,137 | $316,000 | 0.18% |
| Lion Street Advisors, LLC | 7,455 | $318,000 | 0.16% |
| RFG Advisory, LLC | 21,513 | $940,000 | 0.05% |
| FLOW TRADERS U.S. LLC | 23,231 | $991,000 | 0.05% |