WISDOMTREE TR's ticker is WFHY and the CUSIP is 97717X172. A total of 45 filers reported holding WISDOMTREE TR in Q4 2021. 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Collaborative Wealth Managment Inc. | 92,491 | $4,063,122 | 2.67% |
| McNaughton Wealth Management, LLC | 53,336 | $2,343,050 | 1.60% |
| Millington Financial Advisors, LLC | 26,673 | $1,171,756 | 1.14% |
| KLR INVESTMENT ADVISORS, LLC | 21,744 | $955,198 | 0.79% |
| Melone Private Wealth, LLC | 16,298 | $715,992 | 0.61% |
| Bernardo Wealth Planning LLC | 28,565 | $1,254,902 | 0.59% |
| CWM, LLC | 1,247,915 | $54,821 | 0.40% |
| My Legacy Advisors, LLC | 16,672 | $762,327 | 0.32% |
| MARIPAU WEALTH MANAGEMENT LLC | 5,890 | $268,172 | 0.28% |
| Lion Street Advisors, LLC | 9,436 | $493,674 | 0.26% |