WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 103 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,598,176 | +6.6% | 144,506 | +10.5% | 0.01% | +25.0% |
| Q2 2023 | $5,252,675 | +18.1% | 130,761 | +15.9% | 0.00% | 0.0% |
| Q1 2023 | $4,446,831 | +5.4% | 112,806 | -4.7% | 0.00% | 0.0% |
| Q4 2022 | $4,217,725 | -18.7% | 118,375 | -18.1% | 0.00% | -20.0% |
| Q3 2022 | $5,190,000 | +17.0% | 144,621 | +22.0% | 0.01% | +25.0% |
| Q2 2022 | $4,437,000 | +7.9% | 118,562 | +23.7% | 0.00% | +33.3% |
| Q1 2022 | $4,114,000 | +57.3% | 95,808 | +67.6% | 0.00% | +50.0% |
| Q4 2021 | $2,616,000 | +9.4% | 57,177 | +3.2% | 0.00% | 0.0% |
| Q3 2021 | $2,392,000 | +6.6% | 55,418 | +9.0% | 0.00% | 0.0% |
| Q2 2021 | $2,244,000 | +12.5% | 50,855 | +5.3% | 0.00% | 0.0% |
| Q1 2021 | $1,994,000 | -83.1% | 48,286 | -83.9% | 0.00% | -84.6% |
| Q4 2020 | $11,824,000 | +27.9% | 300,709 | +19.0% | 0.01% | +8.3% |
| Q3 2020 | $9,244,000 | +56.7% | 252,777 | +50.3% | 0.01% | +50.0% |
| Q2 2020 | $5,898,000 | +726.1% | 168,127 | +612.7% | 0.01% | +700.0% |
| Q1 2020 | $714,000 | +8.3% | 23,589 | +30.1% | 0.00% | 0.0% |
| Q4 2019 | $659,000 | +49.1% | 18,127 | +37.8% | 0.00% | 0.0% |
| Q3 2019 | $442,000 | -89.0% | 13,159 | -90.9% | 0.00% | -85.7% |
| Q4 2018 | $4,028,000 | -14.8% | 144,791 | -1.8% | 0.01% | 0.0% |
| Q3 2018 | $4,729,000 | -0.7% | 147,378 | -1.6% | 0.01% | -12.5% |
| Q2 2018 | $4,762,000 | -79.0% | 149,793 | -79.6% | 0.01% | -80.5% |
| Q1 2018 | $22,623,000 | -1.4% | 732,841 | +1.2% | 0.04% | -2.4% |
| Q4 2017 | $22,941,000 | +6.3% | 724,027 | +2.8% | 0.04% | -2.3% |
| Q3 2017 | $21,590,000 | +4.3% | 704,186 | +0.7% | 0.04% | -4.4% |
| Q2 2017 | $20,698,000 | +2.3% | 699,257 | -1.7% | 0.04% | -4.3% |
| Q1 2017 | $20,225,000 | -23.9% | 711,412 | -29.4% | 0.05% | -30.9% |
| Q4 2016 | $26,567,000 | -3.2% | 1,008,253 | -3.2% | 0.07% | -9.3% |
| Q3 2016 | $27,456,000 | +3393.1% | 1,041,189 | +3296.6% | 0.08% | +3650.0% |
| Q2 2016 | $786,000 | +10.5% | 30,654 | +10.5% | 0.00% | 0.0% |
| Q1 2016 | $711,000 | +34.4% | 27,746 | +38.7% | 0.00% | 0.0% |
| Q4 2015 | $529,000 | – | 20,002 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lake Point Wealth Management | 629,378 | $27,768,000 | 12.95% |
| Choice Wealth Advisors, LLC | 242,140 | $10,683,000 | 7.68% |
| WESCAP Management Group, Inc. | 498,833 | $22,008,000 | 6.39% |
| Summit Asset Management, LLC | 352,773 | $15,564,000 | 4.89% |
| Trinity Wealth Management, LLC | 140,204 | $6,186,000 | 4.84% |
| Cardinal Point Wealth Management LLC | 232,380 | $10,253,000 | 4.63% |
| Sculati Wealth Management, LLC | 170,673 | $7,530,000 | 3.99% |
| SPC Financial, Inc. | 665,452 | $29,360,000 | 3.56% |
| Castleview Partners, LLC | 128,709 | $5,679,000 | 2.49% |
| Corbenic Partners LLC | 127,621 | $5,631,000 | 1.48% |