WISDOMTREE TR's ticker is WFHY and the CUSIP is 97717X172. A total of 50 filers reported holding WISDOMTREE TR in Q1 2023. 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 ↓ |
|---|---|---|---|
| JD Financial Services Inc. | 114,649 | $6,034,000 | 5.50% |
| Private Wealth Strategies, L.L.C. | 154,140 | $8,096,000 | 2.03% |
| ShoreHaven Wealth Partners, LLC | 38,834 | $2,043,000 | 1.06% |
| First Heartland Consultants, Inc. | 50,807 | $2,674,000 | 0.41% |
| Truadvice, LLC | 8,022 | $422,000 | 0.39% |
| Lion Street Advisors, LLC | 9,434 | $496,000 | 0.27% |
| AE Wealth Management LLC | 559,401 | $29,441,000 | 0.24% |
| FLOW TRADERS U.S. LLC | 100,168 | $5,272,000 | 0.21% |
| Acorn Wealth Advisors, LLC | 4,700 | $247,000 | 0.17% |
| Patriot Financial Group Insurance Agency, LLC | 12,180 | $641,000 | 0.11% |