WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 110 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,310,000 | -10.4% | 317,798 | -7.1% | 0.00% | -25.0% |
| Q2 2023 | $13,737,000 | -3.7% | 341,984 | -5.5% | 0.00% | 0.0% |
| Q1 2023 | $14,266,000 | +73.3% | 361,889 | +56.6% | 0.00% | +100.0% |
| Q4 2022 | $8,232,000 | +9.3% | 231,058 | +10.1% | 0.00% | 0.0% |
| Q3 2022 | $7,532,000 | -9.3% | 209,884 | -5.4% | 0.00% | 0.0% |
| Q2 2022 | $8,300,000 | -1.2% | 221,799 | +13.3% | 0.00% | 0.0% |
| Q1 2022 | $8,402,000 | -7.3% | 195,678 | -1.2% | 0.00% | 0.0% |
| Q4 2021 | $9,062,000 | +8.7% | 198,084 | +2.6% | 0.00% | 0.0% |
| Q3 2021 | $8,335,000 | -9.1% | 193,078 | -7.1% | 0.00% | 0.0% |
| Q2 2021 | $9,174,000 | +2.9% | 207,937 | -3.7% | 0.00% | -33.3% |
| Q1 2021 | $8,916,000 | +30.7% | 215,937 | +24.5% | 0.00% | +50.0% |
| Q4 2020 | $6,822,000 | -22.0% | 173,474 | -27.5% | 0.00% | -33.3% |
| Q3 2020 | $8,749,000 | +5.4% | 239,261 | +1.1% | 0.00% | 0.0% |
| Q2 2020 | $8,301,000 | +35.8% | 236,619 | +17.2% | 0.00% | 0.0% |
| Q1 2020 | $6,111,000 | +18.0% | 201,871 | +41.5% | 0.00% | +50.0% |
| Q4 2019 | $5,181,000 | +94.0% | 142,632 | +79.6% | 0.00% | +100.0% |
| Q3 2019 | $2,670,000 | +42.0% | 79,395 | +38.3% | 0.00% | 0.0% |
| Q2 2019 | $1,880,000 | -2.0% | 57,423 | -3.7% | 0.00% | 0.0% |
| Q1 2019 | $1,919,000 | -45.9% | 59,611 | -53.2% | 0.00% | -50.0% |
| Q4 2018 | $3,544,000 | +14.8% | 127,427 | +32.5% | 0.00% | +100.0% |
| Q3 2018 | $3,088,000 | +33.3% | 96,198 | +32.0% | 0.00% | 0.0% |
| Q2 2018 | $2,316,000 | -54.5% | 72,856 | -55.8% | 0.00% | -50.0% |
| Q1 2018 | $5,091,000 | +4.8% | 164,886 | +7.6% | 0.00% | 0.0% |
| Q4 2017 | $4,856,000 | -0.0% | 153,243 | -3.2% | 0.00% | 0.0% |
| Q3 2017 | $4,857,000 | +23.3% | 158,385 | +19.1% | 0.00% | 0.0% |
| Q2 2017 | $3,938,000 | +2.0% | 133,039 | -2.0% | 0.00% | 0.0% |
| Q1 2017 | $3,860,000 | -46.9% | 135,783 | -50.8% | 0.00% | -50.0% |
| Q4 2016 | $7,266,000 | +23.0% | 275,758 | +23.0% | 0.00% | +33.3% |
| Q3 2016 | $5,909,000 | +135.4% | 224,104 | +129.0% | 0.00% | +200.0% |
| Q2 2016 | $2,510,000 | -31.9% | 97,860 | -31.9% | 0.00% | -50.0% |
| Q1 2016 | $3,685,000 | +39.1% | 143,712 | +43.3% | 0.00% | 0.0% |
| Q4 2015 | $2,650,000 | +0.7% | 100,287 | -5.2% | 0.00% | 0.0% |
| Q3 2015 | $2,631,000 | -51.6% | 105,735 | -49.2% | 0.00% | -50.0% |
| Q2 2015 | $5,438,000 | +865.9% | 208,072 | +898.5% | 0.00% | – |
| Q1 2015 | $563,000 | – | 20,838 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lake Point Wealth Management | 629,378 | $27,768,000 | 12.95% |
| Choice Wealth Advisors, LLC | 242,140 | $10,683,000 | 7.68% |
| WESCAP Management Group, Inc. | 498,833 | $22,008,000 | 6.39% |
| Summit Asset Management, LLC | 352,773 | $15,564,000 | 4.89% |
| Trinity Wealth Management, LLC | 140,204 | $6,186,000 | 4.84% |
| Cardinal Point Wealth Management LLC | 232,380 | $10,253,000 | 4.63% |
| Sculati Wealth Management, LLC | 170,673 | $7,530,000 | 3.99% |
| SPC Financial, Inc. | 665,452 | $29,360,000 | 3.56% |
| Castleview Partners, LLC | 128,709 | $5,679,000 | 2.49% |
| Corbenic Partners LLC | 127,621 | $5,631,000 | 1.48% |