Kestra Advisory Services, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is WFHY and the CUSIP is 97717X172. A total of 45 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
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 Q4 2021
NameSharesValueWeighting ↓
Private Wealth Strategies, L.L.C. 97,815$5,135,0001.56%
Simplicity Solutions, LLC 568,995$29,872,0000.44%
AE Wealth Management LLC 706,840$37,109,0000.42%
Truadvice, LLC 25,140$1,310,0000.40%
First Heartland Consultants, Inc. 36,282$1,905,0000.32%
Centennial Wealth Advisory LLC 14,208$746,0000.29%
Patriot Financial Group Insurance Agency, LLC 19,436$1,020,0000.26%
CWM, LLC 570,964$30,129,0000.24%
Acorn Wealth Advisors, LLC 3,979$209,0000.16%
RFG Advisory, LLC 13,731$720,0000.09%
View complete list of WISDOMTREE TR shareholders