Key FInancial Inc - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is WFHY and the CUSIP is 97717X172. A total of 45 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
Key FInancial Inc ownership history of WISDOMTREE TR
ValueSharesWeighting
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%
2540.0%0.00%
-20.0%
Q4 2022$10,835
-1.5%
2540.0%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$10,0000.0%1870.0%0.01%
-16.7%
Q3 2021$10,000
+11.1%
187
+7.5%
0.01%
+20.0%
Q2 2021$9,0000.0%1740.0%0.01%
-16.7%
Q1 2021$9,0001740.01%
Other shareholders
WISDOMTREE TR shareholders Q1 2021
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