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 | -16.7% | 109 | -23.8% | 0.00% | -20.0% |
| Q2 2023 | $6 | -25.0% | 143 | -17.3% | 0.01% | -28.6% |
| Q1 2023 | $8 | -50.0% | 173 | -54.5% | 0.01% | 0.0% |
| Q4 2022 | $16 | -99.8% | 380 | +102.1% | 0.01% | 0.0% |
| Q3 2022 | $8,000 | -38.5% | 188 | -38.2% | 0.01% | -30.0% |
| Q2 2022 | $13,000 | -35.0% | 304 | -24.0% | 0.01% | -23.1% |
| Q1 2022 | $20,000 | +11.1% | 400 | +15.6% | 0.01% | -48.0% |
| Q4 2021 | $18,000 | – | 346 | – | 0.02% | – |
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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% |