WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 206 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $473,270 | -0.6% | 10,381 | +0.2% | 0.01% | 0.0% |
| Q1 2024 | $475,892 | +10.0% | 10,359 | +0.5% | 0.01% | 0.0% |
| Q4 2023 | $432,804 | +13.3% | 10,307 | +4.5% | 0.01% | 0.0% |
| 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 ↓ |
|---|---|---|---|
| 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% |