Geneos Wealth Management Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is WFHY and the CUSIP is 97717X172. A total of 47 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$460,405
-11.3%
10,660
-9.4%
0.02%
-11.1%
Q2 2023$519,204
-6.7%
11,760
-5.4%
0.03%
-20.6%
Q1 2023$556,342
+5.2%
12,435
+3.3%
0.03%
+6.2%
Q4 2022$528,698
+4.3%
12,035
+1.3%
0.03%
-8.6%
Q3 2022$507,000
-3.8%
11,8850.0%0.04%
+34.6%
Q2 2022$527,000
-22.5%
11,885
-13.8%
0.03%
-10.3%
Q1 2022$680,000
-9.1%
13,785
-3.4%
0.03%
+3.6%
Q4 2021$748,000
-11.4%
14,265
-11.0%
0.03%
-12.5%
Q3 2021$844,000
-4.7%
16,035
-4.2%
0.03%
-8.6%
Q2 2021$886,000
+6.0%
16,745
+4.7%
0.04%
+52.2%
Q1 2021$836,000
+2.3%
16,000
+1.5%
0.02%
-30.3%
Q4 2020$817,000
+44.1%
15,760
+37.5%
0.03%
+13.8%
Q3 2020$567,000
+66.3%
11,465
+62.6%
0.03%
+52.6%
Q2 2020$341,000
+1905.9%
7,050
+1662.5%
0.02%
+1800.0%
Q1 2020$17,0004000.00%
Other shareholders
WISDOMTREE TR shareholders Q4 2022
NameSharesValueWeighting ↓
Collaborative Wealth Managment Inc. 79,499$3,923,0002.26%
Private Wealth Strategies, L.L.C. 145,110$7,545,0002.09%
JD Financial Services Inc. 30,607$1,592,0002.02%
First Heartland Consultants, Inc. 53,447$2,780,0000.44%
AE Wealth Management LLC 538,685$28,014,0000.28%
CWM, LLC 570,964$30,129,0000.24%
Truadvice, LLC 15,400$805,0000.24%
Patriot Financial Group Insurance Agency, LLC 15,360$799,0000.18%
Acorn Wealth Advisors, LLC 4,751$247,0000.18%
Cornerstone Wealth Management, LLC 14,786$769,0000.09%
View complete list of WISDOMTREE TR shareholders