Private Wealth Strategies, L.L.C. - WISDOMTREE TR ownership

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
Private Wealth Strategies, L.L.C. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2022$6,768,000
-10.3%
153,761
+0.4%
1.88%
+1.2%
Q1 2022$7,546,000
-5.3%
153,082
+0.6%
1.86%
+1.4%
Q4 2021$7,970,000
-1.6%
152,130
-1.3%
1.84%
-9.4%
Q3 2021$8,096,000
+2.7%
154,140
+3.1%
2.03%
-0.2%
Q2 2021$7,886,000
+4.5%
149,441
+3.0%
2.03%
-2.7%
Q1 2021$7,545,000
+46.9%
145,110
+48.4%
2.09%
+34.3%
Q4 2020$5,135,000
+12.0%
97,815
+6.8%
1.56%
-3.2%
Q3 2020$4,585,000
+18.8%
91,588
+15.5%
1.61%
-6.0%
Q2 2020$3,861,000
+13.5%
79,309
+3.7%
1.71%
+0.8%
Q1 2020$3,401,000
+28.9%
76,485
+51.1%
1.70%
+61.1%
Q4 2019$2,638,00050,6071.05%
Other shareholders
WISDOMTREE TR shareholders Q2 2022
NameSharesValueWeighting ↓
JD Financial Services Inc. 118,420$6,214,0005.12%
Collaborative Wealth Managment Inc. 77,278$4,055,0002.22%
Private Wealth Strategies, L.L.C. 152,130$7,970,0001.84%
ShoreHaven Wealth Partners, LLC 38,886$2,040,0001.01%
Melone Private Wealth, LLC 18,592$976,0000.73%
Truadvice, LLC 8,220$414,0000.39%
MARIPAU WEALTH MANAGEMENT LLC 6,159$308,0000.29%
CWM, LLC 787,111$41,300,0000.29%
Lion Street Advisors, LLC 9,439$494,0000.24%
AE Wealth Management LLC 630,984$33,108,0000.23%
View complete list of WISDOMTREE TR shareholders