Kestra Advisory Services, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is WFHY and the CUSIP is 97717X172. A total of 39 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
Kestra Advisory Services, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2024$522,961
-23.9%
11,726
-22.7%
0.00%
-40.0%
Q1 2024$687,626
-65.2%
15,176
-65.1%
0.01%
-68.8%
Q4 2023$1,973,215
+310.8%
43,444
+290.6%
0.02%
+220.0%
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$350,0006,6770.00%
Other shareholders
WISDOMTREE TR shareholders Q2 2021
NameSharesValueWeighting ↓
Collaborative Wealth Managment Inc. 89,688$3,826,0002.71%
McNaughton Wealth Management, LLC 47,199$2,013,0001.48%
Melone Private Wealth, LLC 16,850$739,0000.64%
CWM, LLC 1,228,449$52,404,0000.42%
My Legacy Advisors, LLC 17,000$731,0000.37%
MARIPAU WEALTH MANAGEMENT LLC 5,913$261,0000.28%
Truadvice, LLC 7,137$316,0000.18%
Lion Street Advisors, LLC 7,455$318,0000.16%
RFG Advisory, LLC 21,513$940,0000.05%
FLOW TRADERS U.S. LLC 23,231$991,0000.05%
View complete list of WISDOMTREE TR shareholders