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% | – |
Download | ||||||
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% |