WISDOMTREE TR's ticker is WFHY and the CUSIP is 97717X172. A total of 54 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $35,582,773 | +22.4% | 823,866 | +25.1% | 0.00% | +33.3% |
| Q2 2023 | $29,070,027 | +8.5% | 658,408 | +10.0% | 0.00% | 0.0% |
| Q1 2023 | $26,789,906 | +27.7% | 598,791 | +25.4% | 0.00% | +50.0% |
| Q4 2022 | $20,976,971 | +19.6% | 477,509 | +16.2% | 0.00% | 0.0% |
| Q3 2022 | $17,535,000 | +20.1% | 411,067 | +23.9% | 0.00% | 0.0% |
| Q2 2022 | $14,595,000 | +66.1% | 331,701 | +86.3% | 0.00% | +100.0% |
| Q1 2022 | $8,786,000 | +47.7% | 178,078 | +57.1% | 0.00% | 0.0% |
| Q4 2021 | $5,948,000 | +16.3% | 113,358 | +16.6% | 0.00% | 0.0% |
| Q3 2021 | $5,116,000 | +27.8% | 97,206 | +28.1% | 0.00% | – |
| Q2 2021 | $4,004,000 | +53.2% | 75,879 | +51.0% | 0.00% | – |
| Q1 2021 | $2,614,000 | +82.0% | 50,262 | +83.8% | 0.00% | – |
| Q4 2020 | $1,436,000 | +405.6% | 27,352 | +381.5% | 0.00% | – |
| Q3 2020 | $284,000 | -77.4% | 5,681 | -77.3% | 0.00% | – |
| Q2 2016 | $1,254,000 | – | 25,000 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Wealth Strategies, L.L.C. | 97,815 | $5,135,000 | 1.56% |
| Simplicity Solutions, LLC | 568,995 | $29,872,000 | 0.44% |
| AE Wealth Management LLC | 706,840 | $37,109,000 | 0.42% |
| Truadvice, LLC | 25,140 | $1,310,000 | 0.40% |
| First Heartland Consultants, Inc. | 36,282 | $1,905,000 | 0.32% |
| Centennial Wealth Advisory LLC | 14,208 | $746,000 | 0.29% |
| Patriot Financial Group Insurance Agency, LLC | 19,436 | $1,020,000 | 0.26% |
| CWM, LLC | 570,964 | $30,129,000 | 0.24% |
| Acorn Wealth Advisors, LLC | 3,979 | $209,000 | 0.16% |
| RFG Advisory, LLC | 13,731 | $720,000 | 0.09% |