Mach-1 Financial Group, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is WFHY and the CUSIP is 97717X172. A total of 50 filers reported holding WISDOMTREE TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Mach-1 Financial Group, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2024$257,235
-1.5%
5,767
+0.1%
0.17%
-13.1%
Q1 2024$261,180
-0.2%
5,764
+0.1%
0.20%
+101.0%
Q4 2023$261,665
+24.7%
5,761
+18.6%
0.10%
+13.8%
Q3 2023$209,795
-12.6%
4,857
-10.6%
0.09%
+27.9%
Q2 2023$239,9285,4340.07%
Other shareholders
WISDOMTREE TR shareholders Q2 2024
NameSharesValueWeighting ↓
Private Wealth Strategies, L.L.C. 79,309$3,861,0001.71%
First Heartland Consultants, Inc. 54,453$2,651,0000.52%
Simplicity Solutions, LLC 484,308$23,576,0000.47%
AE Wealth Management LLC 487,895$23,751,0000.37%
Patriot Financial Group Insurance Agency, LLC 15,355$747,0000.29%
CWM, LLC 570,964$30,129,0000.24%
RFG Advisory, LLC 10,535$513,0000.08%
Cornerstone Wealth Management, LLC 7,921$386,0000.06%
LifePlan Financial Group, Inc 1,652$80,0000.04%
IFP Advisors, Inc 8,936$431,0000.03%
View complete list of WISDOMTREE TR shareholders