WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 139 filers reported holding WISDOMTREE TR in Q1 2022. 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 | 323,323 | $12,525,544 | 8.85% |
| Prism Advisors, Inc. | 487,318 | $18,878,699 | 6.61% |
| Melone Private Wealth, LLC | 235,465 | $9,121,927 | 6.52% |
| WESCAP Management Group, Inc. | 404,207 | $15,658,977 | 5.58% |
| Trinity Wealth Management, LLC | 226,736 | $8,783,766 | 5.45% |
| CAPITAL WEALTH MANAGEMENT, LLC | 254,360 | $9,853,906 | 5.40% |
| Laurel Wealth Planning LLC | 167,463 | $6,488 | 5.05% |
| Sculati Wealth Management, LLC | 236,524 | $9,162,940 | 4.68% |
| Castleview Partners, LLC | 130,634 | $5,060,755 | 4.68% |
| WEALTH MANAGEMENT RESOURCES, INC. | 231,668 | $8,974,850 | 4.34% |