Bernardo Wealth Planning LLC - 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
Bernardo Wealth Planning LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2023$1,340,021
+6.8%
29,951
+4.9%
0.58%
-2.0%
Q4 2022$1,254,90228,5650.59%
Other shareholders
WISDOMTREE TR shareholders Q4 2022
NameSharesValueWeighting ↓
Collaborative Wealth Managment Inc. 135,781$5,994,9823.57%
Millington Financial Advisors, LLC 25,827$1,140,3001.01%
McNaughton Wealth Management, LLC 34,676$1,531,0040.98%
KLR INVESTMENT ADVISORS, LLC 24,018$1,060,4570.87%
LEO BROKERAGE, LLC 122,960$5,414,9520.62%
CWM, LLC 1,826,685$80,6510.50%
Melone Private Wealth, LLC 13,009$574,3870.40%
My Legacy Advisors, LLC 19,110$856,1280.34%
Oxinas Partners Wealth Management LLC 11,539$509,4660.33%
MARIPAU WEALTH MANAGEMENT LLC 5,301$234,0480.21%
View complete list of WISDOMTREE TR shareholders