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 | $10,277,166 | -4.3% | 265,286 | -0.7% | 0.35% | -0.3% |
| Q2 2023 | $10,733,910 | +1.7% | 267,212 | -0.2% | 0.35% | -4.3% |
| Q1 2023 | $10,556,992 | +10.1% | 267,808 | -0.5% | 0.37% | +8.2% |
| Q4 2022 | $9,591,845 | +0.9% | 269,207 | +1.7% | 0.34% | -3.7% |
| Q3 2022 | $9,503,000 | -53.0% | 264,780 | -51.0% | 0.35% | -1.9% |
| Q2 2022 | $20,212,000 | +67.4% | 540,136 | +92.1% | 0.36% | -5.5% |
| Q1 2022 | $12,071,000 | -5.2% | 281,105 | +1.0% | 0.38% | -0.5% |
| Q4 2021 | $12,728,000 | +5.2% | 278,197 | -0.8% | 0.38% | -3.3% |
| Q3 2021 | $12,101,000 | -2.1% | 280,304 | +0.1% | 0.40% | -3.9% |
| Q2 2021 | $12,359,000 | +2.0% | 280,132 | -4.6% | 0.41% | -7.8% |
| Q1 2021 | $12,120,000 | +14.4% | 293,529 | +9.0% | 0.45% | +15.8% |
| Q4 2020 | $10,592,000 | +4.6% | 269,368 | -2.7% | 0.39% | -11.6% |
| Q3 2020 | $10,123,000 | -0.4% | 276,809 | -4.4% | 0.44% | -2.0% |
| Q2 2020 | $10,162,000 | -2.3% | 289,669 | -15.6% | 0.45% | -9.3% |
| Q1 2020 | $10,396,000 | -17.9% | 343,391 | -1.5% | 0.49% | +40.1% |
| Q4 2019 | $12,668,000 | -7.3% | 348,687 | -14.2% | 0.35% | -1.9% |
| Q3 2019 | $13,661,000 | +0.1% | 406,339 | -2.6% | 0.36% | +4.1% |
| Q2 2019 | $13,654,000 | -2.5% | 417,285 | -4.0% | 0.34% | -2.5% |
| Q1 2019 | $13,999,000 | +20.5% | 434,737 | +4.1% | 0.35% | +19.2% |
| Q4 2018 | $11,620,000 | -20.8% | 417,699 | -8.6% | 0.30% | -15.6% |
| Q3 2018 | $14,666,000 | -1.2% | 457,013 | -2.1% | 0.35% | -0.3% |
| Q2 2018 | $14,841,000 | +3.0% | 466,836 | +0.1% | 0.35% | -4.1% |
| Q1 2018 | $14,403,000 | +41.3% | 466,584 | +45.0% | 0.37% | +38.9% |
| Q4 2017 | $10,194,000 | – | 321,730 | – | 0.26% | – |
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% |