WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 57 filers reported holding WISDOMTREE TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $695,000 | -32.5% | 19,159 | -37.4% | 0.00% | -42.9% |
| Q3 2019 | $1,030,000 | -19.4% | 30,619 | -21.6% | 0.01% | -22.2% |
| Q2 2019 | $1,278,000 | -62.0% | 39,049 | -62.6% | 0.01% | -65.4% |
| Q1 2019 | $3,364,000 | +18.2% | 104,483 | +2.2% | 0.03% | 0.0% |
| Q4 2018 | $2,846,000 | -36.1% | 102,271 | -26.3% | 0.03% | -29.7% |
| Q3 2018 | $4,451,000 | +36.5% | 138,685 | +31.2% | 0.04% | +23.3% |
| Q2 2018 | $3,261,000 | 0.0% | 105,666 | 0.0% | 0.03% | 0.0% |
| Q1 2018 | $3,261,000 | +0.8% | 105,666 | +3.5% | 0.03% | -3.2% |
| Q4 2017 | $3,234,000 | +1.5% | 102,061 | -1.8% | 0.03% | -11.4% |
| Q3 2017 | $3,186,000 | +2.9% | 103,915 | -0.7% | 0.04% | -2.8% |
| Q2 2017 | $3,096,000 | +2.3% | 104,595 | -1.8% | 0.04% | -5.3% |
| Q1 2017 | $3,027,000 | +1791.9% | 106,473 | +1664.3% | 0.04% | +1800.0% |
| Q4 2016 | $160,000 | +300.0% | 6,035 | +303.1% | 0.00% | +100.0% |
| Q3 2016 | $40,000 | +185.7% | 1,497 | +182.5% | 0.00% | – |
| Q2 2016 | $14,000 | 0.0% | 530 | 0.0% | 0.00% | – |
| Q1 2016 | $14,000 | -77.8% | 530 | -77.9% | 0.00% | -100.0% |
| Q4 2015 | $63,000 | +28.6% | 2,397 | +21.5% | 0.00% | 0.0% |
| Q3 2015 | $49,000 | +28.9% | 1,973 | +35.7% | 0.00% | 0.0% |
| Q2 2015 | $38,000 | +153.3% | 1,454 | +155.1% | 0.00% | – |
| Q1 2015 | $15,000 | – | 570 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lake Point Wealth Management | 641,627 | $27,699,000 | 12.76% |
| Choice Wealth Advisors, LLC | 245,788 | $10,611,000 | 8.60% |
| WESCAP Management Group, Inc. | 510,858 | $22,054,000 | 6.41% |
| Summit Asset Management, LLC | 360,491 | $15,562,000 | 4.88% |
| Cardinal Point Wealth Management LLC | 237,089 | $10,235,000 | 4.81% |
| Trinity Wealth Management, LLC | 145,094 | $6,264,000 | 4.74% |
| Sculati Wealth Management, LLC | 172,527 | $7,448,000 | 3.95% |
| SPC Financial, Inc. | 695,870 | $30,041,000 | 3.72% |
| DHJJ Financial Advisors, Ltd. | 62,147 | $2,689,000 | 1.39% |
| Corbenic Partners LLC | 129,645 | $5,597,000 | 1.36% |