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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,974,850 | +2.1% | 231,668 | +5.9% | 4.34% | -15.2% |
| Q2 2023 | $8,787,509 | +6.0% | 218,758 | +4.0% | 5.11% | +0.2% |
| Q1 2023 | $8,292,793 | +14.7% | 210,323 | +3.6% | 5.10% | +8.8% |
| Q4 2022 | $7,232,429 | +8.2% | 202,987 | +9.0% | 4.69% | +5.5% |
| Q3 2022 | $6,682,000 | -2.9% | 186,184 | +1.2% | 4.44% | +5.0% |
| Q2 2022 | $6,882,000 | -25.2% | 183,912 | -14.1% | 4.23% | -33.4% |
| Q1 2022 | $9,198,000 | -2.8% | 214,212 | +3.6% | 6.36% | +4.4% |
| Q4 2021 | $9,459,000 | – | 206,741 | – | 6.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Choice Wealth Advisors, LLC | 324,033 | $11,545,304 | 8.66% |
| Trinity Wealth Management, LLC | 203,539 | $7,252,106 | 5.16% |
| WESCAP Management Group, Inc. | 408,673 | $14,561,015 | 5.12% |
| WEALTH MANAGEMENT RESOURCES, INC. | 202,987 | $7,232,429 | 4.69% |
| Melone Private Wealth, LLC | 147,530 | $5,256,491 | 4.45% |
| Sculati Wealth Management, LLC | 221,034 | $7,875 | 4.42% |
| Aspire Wealth Management Corp | 142,532 | $5,078,399 | 4.42% |
| Castleview Partners, LLC | 115,715 | $4,122,916 | 4.02% |
| Summit Asset Management, LLC | 367,972 | $13,110,827 | 3.79% |
| Cardinal Point Capital Management ULC | 286,732 | $10,216,266 | 3.53% |