WISDOMTREE TR's ticker is WFHY and the CUSIP is 97717X172. A total of 38 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $39,147 | +1.8% | 875 | 0.0% | 0.02% | -4.5% |
| Q4 2022 | $38,439 | +3.9% | 875 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $37,000 | -5.1% | 875 | 0.0% | 0.02% | -8.3% |
| Q2 2022 | $39,000 | -9.3% | 875 | 0.0% | 0.02% | +14.3% |
| Q1 2022 | $43,000 | -39.4% | 875 | -34.9% | 0.02% | -38.2% |
| Q4 2021 | $71,000 | +14.5% | 1,345 | +15.0% | 0.03% | -12.8% |
| Q3 2021 | $62,000 | +34.8% | 1,170 | +33.7% | 0.04% | +39.3% |
| Q2 2021 | $46,000 | – | 875 | – | 0.03% | – |
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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% |