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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Collaborative Wealth Managment Inc. | 135,781 | $5,994,982 | 3.57% |
| Millington Financial Advisors, LLC | 25,827 | $1,140,300 | 1.01% |
| McNaughton Wealth Management, LLC | 34,676 | $1,531,004 | 0.98% |
| KLR INVESTMENT ADVISORS, LLC | 24,018 | $1,060,457 | 0.87% |
| LEO BROKERAGE, LLC | 122,960 | $5,414,952 | 0.62% |
| CWM, LLC | 1,826,685 | $80,651 | 0.50% |
| Melone Private Wealth, LLC | 13,009 | $574,387 | 0.40% |
| My Legacy Advisors, LLC | 19,110 | $856,128 | 0.34% |
| Oxinas Partners Wealth Management LLC | 11,539 | $509,466 | 0.33% |
| MARIPAU WEALTH MANAGEMENT LLC | 5,301 | $234,048 | 0.21% |