WISDOMTREE TR's ticker is WFHY and the CUSIP is 97717X172. A total of 50 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
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 ↓ |
|---|---|---|---|
| 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% |