WISDOMTREE TR's ticker is WFHY and the CUSIP is 97717X172. A total of 46 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,746 | -1.6% | 84 | 0.0% | 0.00% | 0.0% |
| Q1 2024 | $3,806 | -0.2% | 84 | 0.0% | 0.00% | 0.0% |
| Q4 2023 | $3,815 | +5.2% | 84 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $3,628 | -44.5% | 84 | -43.2% | 0.00% | -50.0% |
| Q2 2023 | $6,534 | -42.5% | 148 | -41.7% | 0.00% | -50.0% |
| Q1 2023 | $11,364 | +4.9% | 254 | 0.0% | 0.00% | -20.0% |
| Q4 2022 | $10,835 | -1.5% | 254 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $11,000 | +37.5% | 254 | +49.4% | 0.01% | +25.0% |
| Q2 2022 | $8,000 | +100.0% | 170 | +120.8% | 0.00% | +100.0% |
| Q1 2022 | $4,000 | -60.0% | 77 | -58.8% | 0.00% | -60.0% |
| Q4 2021 | $10,000 | 0.0% | 187 | 0.0% | 0.01% | -16.7% |
| Q3 2021 | $10,000 | +11.1% | 187 | +7.5% | 0.01% | +20.0% |
| Q2 2021 | $9,000 | 0.0% | 174 | 0.0% | 0.01% | -16.7% |
| Q1 2021 | $9,000 | – | 174 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Wealth Strategies, L.L.C. | 79,309 | $3,861,000 | 1.71% |
| First Heartland Consultants, Inc. | 54,453 | $2,651,000 | 0.52% |
| Simplicity Solutions, LLC | 484,308 | $23,576,000 | 0.47% |
| AE Wealth Management LLC | 487,895 | $23,751,000 | 0.37% |
| Patriot Financial Group Insurance Agency, LLC | 15,355 | $747,000 | 0.29% |
| CWM, LLC | 570,964 | $30,129,000 | 0.24% |
| RFG Advisory, LLC | 10,535 | $513,000 | 0.08% |
| Cornerstone Wealth Management, LLC | 7,921 | $386,000 | 0.06% |
| LifePlan Financial Group, Inc | 1,652 | $80,000 | 0.04% |
| IFP Advisors, Inc | 8,936 | $431,000 | 0.03% |