WISDOMTREE TR's ticker is WFHY and the CUSIP is 97717X172. A total of 45 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,708 | -2.2% | 109 | 0.0% | 0.00% | – |
| Q2 2023 | $4,813 | -1.3% | 109 | 0.0% | 0.00% | – |
| Q1 2023 | $4,877 | +97440.0% | 109 | 0.0% | 0.00% | – |
| Q4 2022 | $5 | -99.9% | 109 | 0.0% | 0.00% | – |
| Q3 2022 | $5,000 | 0.0% | 109 | 0.0% | 0.00% | – |
| Q2 2022 | $5,000 | 0.0% | 109 | 0.0% | 0.00% | – |
| Q1 2022 | $5,000 | -16.7% | 109 | 0.0% | 0.00% | – |
| Q4 2021 | $6,000 | 0.0% | 109 | 0.0% | 0.00% | – |
| Q3 2021 | $6,000 | 0.0% | 109 | 0.0% | 0.00% | – |
| Q2 2021 | $6,000 | 0.0% | 109 | 0.0% | 0.00% | – |
| Q1 2021 | $6,000 | – | 109 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| JD Financial Services Inc. | 118,420 | $6,214,000 | 5.12% |
| Collaborative Wealth Managment Inc. | 77,278 | $4,055,000 | 2.22% |
| Private Wealth Strategies, L.L.C. | 152,130 | $7,970,000 | 1.84% |
| ShoreHaven Wealth Partners, LLC | 38,886 | $2,040,000 | 1.01% |
| Melone Private Wealth, LLC | 18,592 | $976,000 | 0.73% |
| Truadvice, LLC | 8,220 | $414,000 | 0.39% |
| MARIPAU WEALTH MANAGEMENT LLC | 6,159 | $308,000 | 0.29% |
| CWM, LLC | 787,111 | $41,300,000 | 0.29% |
| Lion Street Advisors, LLC | 9,439 | $494,000 | 0.24% |
| AE Wealth Management LLC | 630,984 | $33,108,000 | 0.23% |