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 ↓
JD Financial Services Inc. 118,420$6,214,0005.12%
Collaborative Wealth Managment Inc. 77,278$4,055,0002.22%
Private Wealth Strategies, L.L.C. 152,130$7,970,0001.84%
ShoreHaven Wealth Partners, LLC 38,886$2,040,0001.01%
Melone Private Wealth, LLC 18,592$976,0000.73%
Truadvice, LLC 8,220$414,0000.39%
MARIPAU WEALTH MANAGEMENT LLC 6,159$308,0000.29%
CWM, LLC 787,111$41,300,0000.29%
Lion Street Advisors, LLC 9,439$494,0000.24%
AE Wealth Management LLC 630,984$33,108,0000.23%
View complete list of WISDOMTREE TR shareholders