Truadvice, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is WFHY and the CUSIP is 97717X172. A total of 43 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Truadvice, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
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$1,178,00023,2790.48%
Other shareholders
WISDOMTREE TR shareholders Q3 2022
NameSharesValueWeighting ↓
Collaborative Wealth Managment Inc. 135,781$5,994,9823.57%
Millington Financial Advisors, LLC 25,827$1,140,3001.01%
McNaughton Wealth Management, LLC 34,676$1,531,0040.98%
KLR INVESTMENT ADVISORS, LLC 24,018$1,060,4570.87%
LEO BROKERAGE, LLC 122,960$5,414,9520.62%
CWM, LLC 1,826,685$80,6510.50%
Melone Private Wealth, LLC 13,009$574,3870.40%
My Legacy Advisors, LLC 19,110$856,1280.34%
Oxinas Partners Wealth Management LLC 11,539$509,4660.33%
MARIPAU WEALTH MANAGEMENT LLC 5,301$234,0480.21%
View complete list of WISDOMTREE TR shareholders