WISDOMTREE TR's ticker is WFHY and the CUSIP is 97717X172. A total of 47 filers reported holding WISDOMTREE TR in Q4 2022. 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. | 92,491 | $4,063,122 | 2.67% |
| McNaughton Wealth Management, LLC | 53,336 | $2,343,050 | 1.60% |
| Millington Financial Advisors, LLC | 26,673 | $1,171,756 | 1.14% |
| KLR INVESTMENT ADVISORS, LLC | 21,744 | $955,198 | 0.79% |
| Melone Private Wealth, LLC | 16,298 | $715,992 | 0.61% |
| Bernardo Wealth Planning LLC | 28,565 | $1,254,902 | 0.59% |
| CWM, LLC | 1,247,915 | $54,821 | 0.40% |
| My Legacy Advisors, LLC | 16,672 | $762,327 | 0.32% |
| MARIPAU WEALTH MANAGEMENT LLC | 5,890 | $268,172 | 0.28% |
| Lion Street Advisors, LLC | 9,436 | $493,674 | 0.26% |