WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 123 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $426 | +21.7% | 9,349 | +12.1% | 0.03% | +3.6% |
Q4 2023 | $350 | +17.4% | 8,339 | +8.1% | 0.03% | -3.4% |
Q3 2023 | $298 | -99.9% | 7,711 | +33.2% | 0.03% | -52.5% |
Q3 2021 | $250,000 | -2.0% | 5,791 | +0.0% | 0.06% | -4.7% |
Q2 2021 | $255,000 | +6.7% | 5,790 | +0.0% | 0.06% | -3.0% |
Q1 2021 | $239,000 | -11.5% | 5,789 | -15.8% | 0.07% | -21.4% |
Q4 2020 | $270,000 | -14.6% | 6,879 | -20.4% | 0.08% | -29.4% |
Q3 2020 | $316,000 | +4.3% | 8,641 | 0.0% | 0.12% | -5.6% |
Q2 2020 | $303,000 | +12.2% | 8,641 | -3.1% | 0.13% | +31.2% |
Q1 2020 | $270,000 | – | 8,916 | – | 0.10% | – |
Download |
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% |