WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 153 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $35,630 | +1.8% | 1,000 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $35,000 | -5.4% | 1,000 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $37,000 | -11.9% | 1,000 | 0.0% | 0.01% | +11.1% |
| Q1 2022 | $42,000 | -6.7% | 1,000 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $45,000 | +4.7% | 1,000 | 0.0% | 0.01% | -10.0% |
| Q3 2021 | $43,000 | -2.3% | 1,000 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $44,000 | +7.3% | 1,000 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $41,000 | +5.1% | 1,000 | 0.0% | 0.01% | +11.1% |
| Q4 2020 | $39,000 | +8.3% | 1,000 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $36,000 | +2.9% | 1,000 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $35,000 | +16.7% | 1,000 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $30,000 | -16.7% | 1,000 | 0.0% | 0.01% | +12.5% |
| Q4 2019 | $36,000 | +9.1% | 1,000 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $33,000 | +3.1% | 1,000 | 0.0% | 0.01% | +14.3% |
| Q2 2019 | $32,000 | -3.0% | 1,000 | 0.0% | 0.01% | -12.5% |
| Q1 2019 | $33,000 | +22.2% | 1,000 | 0.0% | 0.01% | +14.3% |
| Q4 2018 | $27,000 | -15.6% | 1,000 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $32,000 | -15.8% | 1,000 | -16.7% | 0.01% | -22.2% |
| Q2 2018 | $38,000 | +2.7% | 1,200 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $37,000 | -2.6% | 1,200 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $38,000 | +5.6% | 1,200 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $36,000 | +2.9% | 1,200 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $35,000 | – | 1,200 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Delphi Private Advisors LLC | 66,300 | $2,101,000 | 5.16% |
| Summit Asset Management, LLC | 310,126 | $9,826,000 | 4.71% |
| BFSG, LLC | 240,015 | $7,605,000 | 3.21% |
| WESCAP Management Group, Inc. | 186,593 | $5,912,000 | 2.33% |
| Price Wealth, LLC | 105,312 | $3,336,000 | 2.18% |
| RiverFront Investment Group, LLC | 2,376,625 | $75,299,000 | 1.79% |
| Colorado Capital Management, Inc. | 76,538 | $2,425,000 | 1.70% |
| Stokes Capital Advisors, LLC | 71,962 | $2,280,000 | 1.54% |
| VALLEY NATIONAL ADVISERS INC | 96,379 | $3,054,000 | 1.06% |
| Ifrah Financial Services, Inc. | 74,004 | $2,345,000 | 0.85% |