WISDOMTREE TR's ticker is WFHY and the CUSIP is 97717X172.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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% | 11,885 | 0.0% | 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 | $17,000 | – | 400 | – | 0.00% | – |
Download | ||||||
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% |