WISDOMTREE TR (SFHY)
Institutional ownership reported to the SEC as of Q3 2021, across 12 quarters.
2
Reporting holders
$785.0K
Reported value
0.0%
Held as options
-6
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Matthew Goff Investment Advisor, LLC | $573.0K | 11,491 | 0.14% | 6q | -1.4%-$8.4K |
| Geneos Wealth Management Inc. | $212.0K | 4,255 | 0.01% | 10q | -5.5%-$12.5K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2021 | 2 | $785.0K | 15,746 | 0 | 0 | 2 | 0.0% |
| Q2 2021 | 8 | $5.5M | 109,130 | 0 | 3 | 3 | 0.0% |
| Q1 2021 | 11 | $6.4M | 128,372 | 2 | 2 | 4 | 0.0% |
| Q4 2020 | 11 | $6.3M | 127,767 | 1 | 1 | 6 | 0.0% |
| Q3 2020 | 12 | $15.1M | 314,717 | 1 | 4 | 5 | 0.0% |
| Q2 2020 | 12 | $17.6M | 368,793 | 2 | 3 | 5 | 0.0% |
| Q1 2020 | 16 | $12.8M | 290,962 | 7 | 1 | 4 | 0.0% |
| Q4 2019 | 13 | $12.7M | 251,825 | 2 | 5 | 4 | 0.0% |
| Q3 2019 | 13 | $14.1M | 281,024 | 2 | 3 | 5 | 0.0% |
| Q2 2019 | 13 | $16.4M | 324,207 | 3 | 4 | 3 | 0.0% |
| Q1 2019 | 12 | $14.4M | 288,515 | 3 | 1 | 2 | 0.0% |
| Q4 2018 | 10 | $13.6M | 279,465 | 1 | 0 | 0 | 0.0% |