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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Collaborative Wealth Managment Inc. | 79,499 | $3,923,000 | 2.26% |
| Private Wealth Strategies, L.L.C. | 145,110 | $7,545,000 | 2.09% |
| JD Financial Services Inc. | 30,607 | $1,592,000 | 2.02% |
| First Heartland Consultants, Inc. | 53,447 | $2,780,000 | 0.44% |
| AE Wealth Management LLC | 538,685 | $28,014,000 | 0.28% |
| CWM, LLC | 570,964 | $30,129,000 | 0.24% |
| Truadvice, LLC | 15,400 | $805,000 | 0.24% |
| Patriot Financial Group Insurance Agency, LLC | 15,360 | $799,000 | 0.18% |
| Acorn Wealth Advisors, LLC | 4,751 | $247,000 | 0.18% |
| Cornerstone Wealth Management, LLC | 14,786 | $769,000 | 0.09% |