WISDOMTREE TR's ticker is WFHY and the CUSIP is 97717X172. A total of 54 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $12,000 | -7.7% | 243 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $13,000 | 0.0% | 243 | 0.0% | 0.01% | -14.3% |
| Q3 2021 | $13,000 | 0.0% | 243 | +0.8% | 0.01% | 0.0% |
| Q2 2021 | $13,000 | 0.0% | 241 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $13,000 | -75.5% | 241 | -76.3% | 0.01% | -75.9% |
| Q4 2020 | $53,000 | +20.5% | 1,015 | +16.4% | 0.03% | +7.4% |
| Q3 2020 | $44,000 | +46.7% | 872 | +40.2% | 0.03% | +42.1% |
| Q2 2020 | $30,000 | +15.4% | 622 | +7.8% | 0.02% | 0.0% |
| Q1 2020 | $26,000 | +30.0% | 577 | +48.3% | 0.02% | +5.6% |
| Q4 2019 | $20,000 | – | 389 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Wealth Strategies, L.L.C. | 97,815 | $5,135,000 | 1.56% |
| Simplicity Solutions, LLC | 568,995 | $29,872,000 | 0.44% |
| AE Wealth Management LLC | 706,840 | $37,109,000 | 0.42% |
| Truadvice, LLC | 25,140 | $1,310,000 | 0.40% |
| First Heartland Consultants, Inc. | 36,282 | $1,905,000 | 0.32% |
| Centennial Wealth Advisory LLC | 14,208 | $746,000 | 0.29% |
| Patriot Financial Group Insurance Agency, LLC | 19,436 | $1,020,000 | 0.26% |
| CWM, LLC | 570,964 | $30,129,000 | 0.24% |
| Acorn Wealth Advisors, LLC | 3,979 | $209,000 | 0.16% |
| RFG Advisory, LLC | 13,731 | $720,000 | 0.09% |