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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| INVENIO WEALTH PARTNERS LLC | 113,325 | $4,894,507 | 4.46% |
| Collaborative Wealth Managment Inc. | 130,146 | $5,621,026 | 3.35% |
| Millington Financial Advisors, LLC | 25,631 | $1,107,005 | 0.99% |
| KLR INVESTMENT ADVISORS, LLC | 23,258 | $1,040,567 | 0.95% |
| Truadvice, LLC | 33,477 | $1,449,226 | 0.57% |
| CWM, LLC | 1,866,240 | $80,603 | 0.49% |
| Oxinas Partners Wealth Management LLC | 12,680 | $547,649 | 0.41% |
| Melone Private Wealth, LLC | 13,123 | $566,791 | 0.40% |
| My Legacy Advisors, LLC | 19,108 | $806,903 | 0.33% |
| Team Financial Group, LLC | 7,425 | $320,702 | 0.26% |