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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,621,026 | -6.2% | 130,146 | -4.2% | 3.35% | -6.0% |
| Q2 2023 | $5,994,982 | +2.6% | 135,781 | +3.9% | 3.57% | -3.2% |
| Q1 2023 | $5,845,754 | +43.9% | 130,661 | +41.3% | 3.68% | +37.9% |
| Q4 2022 | $4,063,122 | +6.2% | 92,491 | +3.1% | 2.67% | -1.4% |
| Q3 2022 | $3,826,000 | +2.4% | 89,688 | +5.6% | 2.71% | +10.4% |
| Q2 2022 | $3,738,000 | -7.8% | 84,943 | +9.9% | 2.45% | +10.4% |
| Q4 2021 | $4,055,000 | +3.4% | 77,278 | -2.8% | 2.22% | -1.8% |
| Q1 2021 | $3,923,000 | – | 79,499 | – | 2.26% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Collaborative Wealth Managment Inc. | 135,781 | $5,994,982 | 3.57% |
| Millington Financial Advisors, LLC | 25,827 | $1,140,300 | 1.01% |
| McNaughton Wealth Management, LLC | 34,676 | $1,531,004 | 0.98% |
| KLR INVESTMENT ADVISORS, LLC | 24,018 | $1,060,457 | 0.87% |
| LEO BROKERAGE, LLC | 122,960 | $5,414,952 | 0.62% |
| CWM, LLC | 1,826,685 | $80,651 | 0.50% |
| Melone Private Wealth, LLC | 13,009 | $574,387 | 0.40% |
| My Legacy Advisors, LLC | 19,110 | $856,128 | 0.34% |
| Oxinas Partners Wealth Management LLC | 11,539 | $509,466 | 0.33% |
| MARIPAU WEALTH MANAGEMENT LLC | 5,301 | $234,048 | 0.21% |