WISDOMTREE TR's ticker is WFHY and the CUSIP is 97717X172. A total of 46 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $334,731 | -1.6% | 7,505 | +0.2% | 0.12% | -10.8% |
| Q1 2024 | $340,210 | 0.0% | 7,490 | 0.0% | 0.14% | 0.0% |
| Q4 2023 | $340,210 | +5.3% | 7,490 | +0.1% | 0.14% | +32.4% |
| Q3 2023 | $323,160 | -38.0% | 7,482 | -24.9% | 0.10% | -40.0% |
| Q2 2023 | $521,281 | +56.0% | 9,964 | +33.4% | 0.18% | +69.9% |
| Q1 2023 | $334,099 | -32.3% | 7,468 | -20.9% | 0.10% | -60.2% |
| Q4 2022 | $493,674 | +55.2% | 9,436 | +26.6% | 0.26% | +62.9% |
| Q3 2022 | $318,000 | -35.5% | 7,455 | -21.0% | 0.16% | -38.4% |
| Q2 2022 | $493,000 | +5.8% | 9,436 | -0.1% | 0.26% | +7.9% |
| Q1 2022 | $466,000 | -5.7% | 9,443 | +0.0% | 0.24% | -1.2% |
| Q4 2021 | $494,000 | -0.4% | 9,439 | +0.1% | 0.24% | -9.7% |
| Q3 2021 | $496,000 | – | 9,434 | – | 0.27% | – |
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% |