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 | $18,738,667 | -1.7% | 483,702 | +1.9% | 0.02% | -4.0% |
| Q2 2023 | $19,063,288 | +30.6% | 474,565 | +28.2% | 0.02% | +25.0% |
| Q1 2023 | $14,597,671 | +17.1% | 370,312 | +5.8% | 0.02% | +5.3% |
| Q4 2022 | $12,466,162 | +46.1% | 349,877 | +47.2% | 0.02% | +26.7% |
| Q3 2022 | $8,532,000 | +9.6% | 237,729 | +14.3% | 0.02% | +15.4% |
| Q2 2022 | $7,787,000 | +0.0% | 208,074 | +14.8% | 0.01% | +8.3% |
| Q1 2022 | $7,785,000 | +5.3% | 181,299 | +12.2% | 0.01% | 0.0% |
| Q4 2021 | $7,392,000 | +10.5% | 161,562 | +4.2% | 0.01% | 0.0% |
| Q3 2021 | $6,691,000 | +6.9% | 155,014 | +9.3% | 0.01% | 0.0% |
| Q2 2021 | $6,259,000 | +10.0% | 141,864 | +3.0% | 0.01% | 0.0% |
| Q1 2021 | $5,688,000 | +31.1% | 137,746 | +24.8% | 0.01% | +20.0% |
| Q4 2020 | $4,340,000 | +85.2% | 110,355 | +72.3% | 0.01% | +66.7% |
| Q3 2020 | $2,343,000 | +178.3% | 64,065 | +167.1% | 0.01% | +100.0% |
| Q2 2020 | $842,000 | +58.3% | 23,989 | +36.4% | 0.00% | +50.0% |
| Q1 2020 | $532,000 | +2.3% | 17,581 | +22.8% | 0.00% | 0.0% |
| Q4 2019 | $520,000 | +28.4% | 14,314 | +18.9% | 0.00% | 0.0% |
| Q3 2019 | $405,000 | +1.5% | 12,043 | -1.1% | 0.00% | 0.0% |
| Q2 2019 | $399,000 | -11.9% | 12,183 | -13.4% | 0.00% | 0.0% |
| Q1 2019 | $453,000 | +15.0% | 14,061 | -0.6% | 0.00% | 0.0% |
| Q4 2018 | $394,000 | -25.0% | 14,150 | -13.5% | 0.00% | -33.3% |
| Q3 2018 | $525,000 | -1.5% | 16,366 | -2.5% | 0.00% | 0.0% |
| Q2 2018 | $533,000 | +19.2% | 16,778 | +15.8% | 0.00% | 0.0% |
| Q1 2018 | $447,000 | -8.0% | 14,484 | -5.7% | 0.00% | 0.0% |
| Q4 2017 | $486,000 | -17.5% | 15,354 | -20.1% | 0.00% | -25.0% |
| Q3 2017 | $589,000 | +48.4% | 19,220 | +43.5% | 0.00% | +33.3% |
| Q2 2017 | $397,000 | +4.2% | 13,396 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $381,000 | +11.7% | 13,396 | +3.7% | 0.00% | -25.0% |
| Q4 2016 | $341,000 | +96.0% | 12,917 | +90.7% | 0.00% | +100.0% |
| Q2 2016 | $174,000 | -63.4% | 6,774 | -63.5% | 0.00% | -75.0% |
| Q1 2016 | $476,000 | +2.1% | 18,570 | +5.4% | 0.01% | -11.1% |
| Q4 2015 | $466,000 | – | 17,616 | – | 0.01% | – |
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% |