WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 4 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $382,131 | -53.5% | 9,864 | -51.8% | 0.01% | -58.3% |
| Q2 2023 | $821,637 | +82.1% | 20,454 | +78.7% | 0.01% | +71.4% |
| Q1 2023 | $451,162 | +119.1% | 11,445 | +98.1% | 0.01% | +75.0% |
| Q4 2022 | $205,870 | -13.1% | 5,778 | -12.6% | 0.00% | -20.0% |
| Q3 2022 | $237,000 | -35.9% | 6,613 | -18.3% | 0.01% | -16.7% |
| Q4 2021 | $370,000 | +6.0% | 8,094 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $349,000 | -2.2% | 8,094 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $357,000 | – | 8,094 | – | 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% |