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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $218,585 | -6.6% | 5,061 | -4.5% | 0.20% | -3.4% |
| Q2 2023 | $234,048 | -8.7% | 5,301 | -7.4% | 0.21% | -21.8% |
| Q1 2023 | $256,225 | -4.5% | 5,727 | -2.8% | 0.27% | -4.7% |
| Q4 2022 | $268,172 | +2.7% | 5,890 | -0.4% | 0.28% | -1.1% |
| Q3 2022 | $261,000 | -17.7% | 5,913 | -12.6% | 0.28% | -17.8% |
| Q2 2022 | $317,000 | -5.4% | 6,767 | -3.8% | 0.34% | +13.2% |
| Q1 2022 | $335,000 | +8.8% | 7,031 | +14.2% | 0.30% | +3.8% |
| Q4 2021 | $308,000 | – | 6,159 | – | 0.29% | – |
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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% |