WISDOMTREE TR's ticker is WFHY and the CUSIP is 97717X172. A total of 38 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $480,359 | +2.9% | 11,122 | +5.2% | 0.01% | 0.0% |
| Q2 2023 | $466,904 | +11.9% | 10,575 | +13.4% | 0.01% | 0.0% |
| Q1 2023 | $417,179 | -64.4% | 9,325 | -65.0% | 0.01% | -50.0% |
| Q4 2022 | $1,171,789 | -99.7% | 26,674 | +52.8% | 0.01% | +150.0% |
| Q3 2022 | $372,372,000 | +78959.9% | 17,452 | +63.0% | 0.00% | -20.0% |
| Q2 2022 | $471,000 | -9.9% | 10,710 | +1.1% | 0.01% | 0.0% |
| Q1 2022 | $523,000 | -33.3% | 10,594 | -29.1% | 0.01% | -37.5% |
| Q4 2021 | $784,000 | +10.6% | 14,945 | +11.0% | 0.01% | +14.3% |
| Q3 2021 | $709,000 | +13.8% | 13,466 | +14.0% | 0.01% | 0.0% |
| Q2 2021 | $623,000 | +64.4% | 11,814 | +62.1% | 0.01% | +40.0% |
| Q1 2021 | $379,000 | +8.3% | 7,287 | +9.1% | 0.01% | +25.0% |
| Q4 2020 | $350,000 | – | 6,677 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Collaborative Wealth Managment Inc. | 135,781 | $5,994,982 | 3.57% |
| Millington Financial Advisors, LLC | 25,827 | $1,140,300 | 1.01% |
| McNaughton Wealth Management, LLC | 34,676 | $1,531,004 | 0.98% |
| KLR INVESTMENT ADVISORS, LLC | 24,018 | $1,060,457 | 0.87% |
| LEO BROKERAGE, LLC | 122,960 | $5,414,952 | 0.62% |
| CWM, LLC | 1,826,685 | $80,651 | 0.50% |
| Melone Private Wealth, LLC | 13,009 | $574,387 | 0.40% |
| My Legacy Advisors, LLC | 19,110 | $856,128 | 0.34% |
| Oxinas Partners Wealth Management LLC | 11,539 | $509,466 | 0.33% |
| MARIPAU WEALTH MANAGEMENT LLC | 5,301 | $234,048 | 0.21% |