WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 136 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,216,950 | +0.5% | 31,413 | +4.2% | 0.15% | +2.8% |
Q2 2023 | $1,211,030 | +3.0% | 30,147 | +1.1% | 0.14% | -1.4% |
Q1 2023 | $1,175,566 | +15.0% | 29,822 | +3.9% | 0.15% | +14.8% |
Q4 2022 | $1,022,419 | +0.1% | 28,695 | +0.9% | 0.13% | -3.8% |
Q3 2022 | $1,021,000 | -1.3% | 28,439 | +2.9% | 0.13% | -0.7% |
Q2 2022 | $1,034,000 | -9.5% | 27,635 | +3.8% | 0.13% | +5.5% |
Q1 2022 | $1,143,000 | -4.0% | 26,626 | +2.3% | 0.13% | -0.8% |
Q4 2021 | $1,191,000 | +14.1% | 26,027 | +7.6% | 0.13% | +15.3% |
Q3 2021 | $1,044,000 | +2.0% | 24,194 | +4.2% | 0.11% | -1.8% |
Q2 2021 | $1,024,000 | +8.2% | 23,217 | +1.3% | 0.11% | +0.9% |
Q1 2021 | $946,000 | -3.6% | 22,910 | -8.2% | 0.11% | -9.7% |
Q4 2020 | $981,000 | +13.0% | 24,949 | +5.1% | 0.12% | -1.6% |
Q3 2020 | $868,000 | +11.7% | 23,743 | +7.2% | 0.13% | +5.0% |
Q2 2020 | $777,000 | +20.3% | 22,154 | +3.9% | 0.12% | +0.8% |
Q1 2020 | $646,000 | -16.6% | 21,331 | +0.0% | 0.12% | +4.4% |
Q4 2019 | $775,000 | +9.3% | 21,327 | +1.1% | 0.11% | +3.6% |
Q3 2019 | $709,000 | +4.4% | 21,102 | +1.6% | 0.11% | +4.8% |
Q2 2019 | $679,000 | -48.1% | 20,763 | -48.9% | 0.10% | -50.7% |
Q1 2019 | $1,308,000 | +15.8% | 40,617 | -0.0% | 0.21% | +3.4% |
Q4 2018 | $1,130,000 | -8.8% | 40,624 | +5.2% | 0.21% | -8.8% |
Q3 2018 | $1,239,000 | +1.3% | 38,624 | +0.4% | 0.23% | -3.8% |
Q2 2018 | $1,223,000 | +5.0% | 38,461 | +1.9% | 0.24% | -6.7% |
Q1 2018 | $1,165,000 | +2.2% | 37,745 | +4.9% | 0.25% | +9.1% |
Q4 2017 | $1,140,000 | +8.2% | 35,972 | +4.6% | 0.23% | +9.0% |
Q3 2017 | $1,054,000 | +13.8% | 34,380 | +9.9% | 0.21% | +8.7% |
Q2 2017 | $926,000 | +10.9% | 31,292 | +6.6% | 0.20% | +8.3% |
Q1 2017 | $835,000 | +3.7% | 29,368 | -3.8% | 0.18% | +0.6% |
Q4 2016 | $805,000 | -1.6% | 30,541 | -1.5% | 0.18% | -6.3% |
Q3 2016 | $818,000 | +2.1% | 31,009 | -0.7% | 0.19% | 0.0% |
Q2 2016 | $801,000 | +3.1% | 31,212 | +3.0% | 0.19% | +1.6% |
Q1 2016 | $777,000 | -9.9% | 30,309 | -7.1% | 0.19% | -10.9% |
Q4 2015 | $862,000 | +12.1% | 32,627 | +5.6% | 0.21% | +5.0% |
Q3 2015 | $769,000 | +54.7% | 30,902 | +62.4% | 0.20% | +68.9% |
Q2 2015 | $497,000 | +27.8% | 19,033 | +32.3% | 0.12% | +29.3% |
Q1 2015 | $389,000 | – | 14,386 | – | 0.09% | – |
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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% |