WISDOMTREE TR's ticker is WFHY and the CUSIP is 97717X172. A total of 45 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $566,791 | -1.3% | 13,123 | +0.9% | 0.40% | 0.0% |
| Q2 2023 | $574,387 | +0.7% | 13,009 | +0.8% | 0.40% | -6.9% |
| Q1 2023 | $570,573 | -20.3% | 12,901 | -20.8% | 0.44% | -28.3% |
| Q4 2022 | $715,992 | -3.1% | 16,298 | -3.3% | 0.61% | -5.9% |
| Q3 2022 | $739,000 | -1.5% | 16,850 | +0.8% | 0.64% | +1.4% |
| Q2 2022 | $750,000 | -5.7% | 16,710 | -0.1% | 0.64% | -1.9% |
| Q1 2022 | $795,000 | -18.5% | 16,728 | -10.0% | 0.65% | -11.7% |
| Q4 2021 | $976,000 | – | 18,592 | – | 0.73% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Collaborative Wealth Managment Inc. | 79,499 | $3,923,000 | 2.26% |
| Private Wealth Strategies, L.L.C. | 145,110 | $7,545,000 | 2.09% |
| JD Financial Services Inc. | 30,607 | $1,592,000 | 2.02% |
| First Heartland Consultants, Inc. | 53,447 | $2,780,000 | 0.44% |
| AE Wealth Management LLC | 538,685 | $28,014,000 | 0.28% |
| CWM, LLC | 570,964 | $30,129,000 | 0.24% |
| Truadvice, LLC | 15,400 | $805,000 | 0.24% |
| Patriot Financial Group Insurance Agency, LLC | 15,360 | $799,000 | 0.18% |
| Acorn Wealth Advisors, LLC | 4,751 | $247,000 | 0.18% |
| Cornerstone Wealth Management, LLC | 14,786 | $769,000 | 0.09% |