WISDOMTREE TR's ticker is WFHY and the CUSIP is 97717X172. A total of 40 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
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 ↓ |
|---|---|---|---|
| INVENIO WEALTH PARTNERS LLC | 113,325 | $4,894,507 | 4.46% |
| Collaborative Wealth Managment Inc. | 130,146 | $5,621,026 | 3.35% |
| Millington Financial Advisors, LLC | 25,631 | $1,107,005 | 0.99% |
| KLR INVESTMENT ADVISORS, LLC | 23,258 | $1,040,567 | 0.95% |
| Truadvice, LLC | 33,477 | $1,449,226 | 0.57% |
| CWM, LLC | 1,866,240 | $80,603 | 0.49% |
| Oxinas Partners Wealth Management LLC | 12,680 | $547,649 | 0.41% |
| Melone Private Wealth, LLC | 13,123 | $566,791 | 0.40% |
| My Legacy Advisors, LLC | 19,108 | $806,903 | 0.33% |
| Team Financial Group, LLC | 7,425 | $320,702 | 0.26% |