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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,251,800 | -5.3% | 83,939 | -1.8% | 0.50% | -1.4% |
| Q2 2023 | $3,433,252 | +1.2% | 85,468 | -0.7% | 0.50% | -3.1% |
| Q1 2023 | $3,392,882 | +1.2% | 86,070 | -8.5% | 0.52% | -1.3% |
| Q4 2022 | $3,351,895 | -1.8% | 94,075 | -1.1% | 0.52% | -7.9% |
| Q3 2022 | $3,415,000 | -9.5% | 95,153 | -5.6% | 0.57% | -8.2% |
| Q2 2022 | $3,772,000 | -12.3% | 100,806 | +0.6% | 0.62% | +4.7% |
| Q1 2022 | $4,303,000 | -22.5% | 100,205 | -17.5% | 0.59% | -13.9% |
| Q4 2021 | $5,555,000 | +5.3% | 121,418 | -0.7% | 0.69% | -3.8% |
| Q3 2021 | $5,277,000 | -0.8% | 122,229 | +1.4% | 0.72% | -0.1% |
| Q2 2021 | $5,319,000 | -2.8% | 120,561 | -9.0% | 0.72% | -10.9% |
| Q1 2021 | $5,473,000 | +9.0% | 132,543 | +3.8% | 0.80% | +6.1% |
| Q4 2020 | $5,022,000 | +7.4% | 127,721 | -0.1% | 0.76% | -6.8% |
| Q3 2020 | $4,677,000 | +18.6% | 127,902 | +13.7% | 0.81% | +3.2% |
| Q2 2020 | $3,945,000 | +1557.6% | 112,465 | +1333.0% | 0.79% | +1478.0% |
| Q1 2020 | $238,000 | +4.4% | 7,848 | +25.1% | 0.05% | +13.6% |
| Q4 2019 | $228,000 | – | 6,274 | – | 0.04% | – |
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% |