WISDOMTREE TR's ticker is WFHY and the CUSIP is 97717X172. A total of 49 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $91 | -99.7% | 2 | -99.7% | 0.00% | – |
| Q1 2023 | $28,008 | – | 626 | +62500.0% | 0.00% | – |
| Q3 2022 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q2 2022 | $0 | – | 1 | -50.0% | 0.00% | – |
| Q1 2022 | $0 | – | 2 | +100.0% | 0.00% | – |
| Q3 2021 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q2 2021 | $0 | -100.0% | 1 | -96.8% | 0.00% | – |
| Q1 2021 | $2,000 | – | 31 | +3000.0% | 0.00% | – |
| Q3 2019 | $0 | – | 1 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Wealth Strategies, L.L.C. | 79,309 | $3,861,000 | 1.71% |
| First Heartland Consultants, Inc. | 54,453 | $2,651,000 | 0.52% |
| Simplicity Solutions, LLC | 484,308 | $23,576,000 | 0.47% |
| AE Wealth Management LLC | 487,895 | $23,751,000 | 0.37% |
| Patriot Financial Group Insurance Agency, LLC | 15,355 | $747,000 | 0.29% |
| CWM, LLC | 570,964 | $30,129,000 | 0.24% |
| RFG Advisory, LLC | 10,535 | $513,000 | 0.08% |
| Cornerstone Wealth Management, LLC | 7,921 | $386,000 | 0.06% |
| LifePlan Financial Group, Inc | 1,652 | $80,000 | 0.04% |
| IFP Advisors, Inc | 8,936 | $431,000 | 0.03% |