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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $12,321,611 | -0.5% | 270,270 | +0.2% | 5.29% | -1.1% |
| Q1 2024 | $12,386,050 | +14.7% | 269,613 | +4.8% | 5.35% | +5.4% |
| Q4 2023 | $10,797,578 | +20.3% | 257,146 | +11.0% | 5.08% | +17.1% |
| 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 | 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% |