WISDOMTREE TR's ticker is WFHY and the CUSIP is 97717X172. A total of 45 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Collaborative Wealth Managment Inc. | 79,499 | $3,923,000 | 2.26% |
| Private Wealth Strategies, L.L.C. | 145,110 | $7,545,000 | 2.09% |
| JD Financial Services Inc. | 30,607 | $1,592,000 | 2.02% |
| First Heartland Consultants, Inc. | 53,447 | $2,780,000 | 0.44% |
| AE Wealth Management LLC | 538,685 | $28,014,000 | 0.28% |
| CWM, LLC | 570,964 | $30,129,000 | 0.24% |
| Truadvice, LLC | 15,400 | $805,000 | 0.24% |
| Patriot Financial Group Insurance Agency, LLC | 15,360 | $799,000 | 0.18% |
| Acorn Wealth Advisors, LLC | 4,751 | $247,000 | 0.18% |
| Cornerstone Wealth Management, LLC | 14,786 | $769,000 | 0.09% |