WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 206 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $2,044 | +135.2% | 44,500 | +115.0% | 0.00% | +200.0% |
| Q4 2023 | $869 | -50.9% | 20,700 | -54.7% | 0.00% | -66.7% |
| Q3 2023 | $1,770 | +5.2% | 45,700 | +9.1% | 0.00% | +50.0% |
| Q2 2023 | $1,683 | +74.2% | 41,900 | +71.0% | 0.00% | +100.0% |
| Q1 2023 | $966 | -99.5% | 24,500 | +339.5% | 0.00% | – |
| Q3 2022 | $200,000 | -56.3% | 5,575 | -47.4% | 0.00% | -100.0% |
| Q3 2021 | $458,000 | – | 10,600 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Choice Wealth Advisors, LLC | 325,335 | $13,068,699 | 8.89% |
| Melone Private Wealth, LLC | 220,607 | $8,861,782 | 6.25% |
| WESCAP Management Group, Inc. | 401,769 | $16,139,065 | 5.64% |
| CAPITAL WEALTH MANAGEMENT, LLC | 250,928 | $10,079,778 | 5.49% |
| Trinity Wealth Management, LLC | 222,264 | $8,928,358 | 5.46% |
| WEALTH MANAGEMENT RESOURCES, INC. | 218,758 | $8,787,509 | 5.11% |
| Sculati Wealth Management, LLC | 232,604 | $9,343,703 | 4.70% |
| Aspire Wealth Management Corp | 133,510 | $5,363,086 | 4.06% |
| Laurel Wealth Planning LLC | 140,214 | $5,632 | 4.02% |
| Summit Asset Management, LLC | 369,118 | $14,827,453 | 3.91% |