WISDOMTREE TR's ticker is WFHY and the CUSIP is 97717X172. A total of 45 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,499 | -2.2% | 382 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $16,866 | -1.3% | 382 | 0.0% | 0.00% | -20.0% |
| Q1 2023 | $17,091 | +1.8% | 382 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $16,781 | -35.5% | 382 | -35.3% | 0.01% | -28.6% |
| Q2 2022 | $26,000 | -10.3% | 590 | 0.0% | 0.01% | -12.5% |
| Q1 2022 | $29,000 | +52.6% | 590 | +67.1% | 0.01% | +60.0% |
| Q4 2021 | $19,000 | +171.4% | 353 | +159.6% | 0.01% | 0.0% |
| Q4 2020 | $7,000 | – | 136 | – | 0.01% | – |
Download | ||||||
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% |