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 | $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 ↓ |
|---|---|---|---|
| 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% |