My Legacy Advisors, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is WFHY and the CUSIP is 97717X172. A total of 54 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
My Legacy Advisors, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$806,903
-5.7%
19,108
-0.0%
0.33%
-2.7%
Q2 2023$856,128
+8.9%
19,110
+7.8%
0.34%0.0%
Q1 2023$786,242
+3.1%
17,730
+6.3%
0.34%
+3.7%
Q4 2022$762,327
+4.3%
16,672
-1.9%
0.32%
-11.9%
Q3 2022$731,00017,0000.37%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
NameSharesValueWeighting ↓
Private Wealth Strategies, L.L.C. 97,815$5,135,0001.56%
Simplicity Solutions, LLC 568,995$29,872,0000.44%
AE Wealth Management LLC 706,840$37,109,0000.42%
Truadvice, LLC 25,140$1,310,0000.40%
First Heartland Consultants, Inc. 36,282$1,905,0000.32%
Centennial Wealth Advisory LLC 14,208$746,0000.29%
Patriot Financial Group Insurance Agency, LLC 19,436$1,020,0000.26%
CWM, LLC 570,964$30,129,0000.24%
Acorn Wealth Advisors, LLC 3,979$209,0000.16%
RFG Advisory, LLC 13,731$720,0000.09%
View complete list of WISDOMTREE TR shareholders