WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 47 filers reported holding WISDOMTREE TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $258,000 | -0.4% | 8,420 | -3.6% | 0.00% | 0.0% |
| Q2 2017 | $259,000 | +4.0% | 8,737 | -0.3% | 0.00% | 0.0% |
| Q1 2017 | $249,000 | +19.1% | 8,763 | +10.7% | 0.00% | 0.0% |
| Q4 2016 | $209,000 | +0.5% | 7,918 | -2.4% | 0.00% | 0.0% |
| Q2 2016 | $208,000 | -19.4% | 8,114 | -19.5% | 0.00% | 0.0% |
| Q1 2016 | $258,000 | +11.7% | 10,077 | +15.1% | 0.00% | 0.0% |
| Q4 2015 | $231,000 | -37.4% | 8,756 | -40.9% | 0.00% | -50.0% |
| Q3 2015 | $369,000 | -33.2% | 14,826 | -29.8% | 0.00% | -20.0% |
| Q2 2015 | $552,000 | +20.0% | 21,128 | +24.2% | 0.01% | 0.0% |
| Q1 2015 | $460,000 | – | 17,016 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lake Point Wealth Management | 641,627 | $27,699,000 | 12.76% |
| Choice Wealth Advisors, LLC | 245,788 | $10,611,000 | 8.60% |
| WESCAP Management Group, Inc. | 510,858 | $22,054,000 | 6.41% |
| Summit Asset Management, LLC | 360,491 | $15,562,000 | 4.88% |
| Cardinal Point Wealth Management LLC | 237,089 | $10,235,000 | 4.81% |
| Trinity Wealth Management, LLC | 145,094 | $6,264,000 | 4.74% |
| Sculati Wealth Management, LLC | 172,527 | $7,448,000 | 3.95% |
| SPC Financial, Inc. | 695,870 | $30,041,000 | 3.72% |
| DHJJ Financial Advisors, Ltd. | 62,147 | $2,689,000 | 1.39% |
| Corbenic Partners LLC | 129,645 | $5,597,000 | 1.36% |