WISDOMTREE TR's ticker is WFHY and the CUSIP is 97717X172. A total of 26 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,449,226 | +354.5% | 33,477 | +365.7% | 0.57% | +386.3% |
| Q2 2023 | $318,868 | -0.7% | 7,189 | -0.4% | 0.12% | -7.9% |
| Q1 2023 | $321,001 | +2.7% | 7,220 | +5.8% | 0.13% | -23.0% |
| Q4 2022 | $312,468 | -1.1% | 6,826 | -4.4% | 0.16% | -6.8% |
| Q3 2022 | $316,000 | -10.5% | 7,137 | -4.8% | 0.18% | -5.3% |
| Q2 2022 | $353,000 | +5.1% | 7,495 | +4.5% | 0.19% | 0.0% |
| Q1 2022 | $336,000 | -18.8% | 7,174 | -12.7% | 0.19% | -51.8% |
| Q4 2021 | $414,000 | -1.9% | 8,220 | +2.5% | 0.39% | +0.3% |
| Q3 2021 | $422,000 | -66.1% | 8,022 | -66.0% | 0.39% | +42.3% |
| Q2 2021 | $1,244,000 | +54.5% | 23,619 | +53.4% | 0.27% | +14.3% |
| Q1 2021 | $805,000 | -38.5% | 15,400 | -38.7% | 0.24% | -40.4% |
| Q4 2020 | $1,310,000 | +11.2% | 25,140 | +8.0% | 0.40% | -17.0% |
| Q3 2020 | $1,178,000 | – | 23,279 | – | 0.48% | – |
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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% |