WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 80 filers reported holding WISDOMTREE TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $340,000 | -89.4% | 9,687 | -90.8% | 0.01% | -88.9% |
| Q1 2020 | $3,200,000 | -12.7% | 105,695 | +4.7% | 0.04% | +9.8% |
| Q4 2019 | $3,666,000 | +10.7% | 100,916 | +2.4% | 0.04% | +5.1% |
| Q3 2019 | $3,312,000 | -2.0% | 98,508 | -4.6% | 0.04% | -4.9% |
| Q2 2019 | $3,380,000 | -6.8% | 103,304 | -8.3% | 0.04% | -12.8% |
| Q1 2019 | $3,625,000 | +15.9% | 112,593 | +0.2% | 0.05% | +2.2% |
| Q4 2018 | $3,127,000 | -9.5% | 112,400 | +4.4% | 0.05% | +4.5% |
| Q3 2018 | $3,456,000 | +0.7% | 107,682 | -3.2% | 0.04% | -8.3% |
| Q2 2018 | $3,432,000 | -0.0% | 111,200 | 0.0% | 0.05% | +2.1% |
| Q1 2018 | $3,433,000 | +26.2% | 111,200 | +29.5% | 0.05% | +30.6% |
| Q4 2017 | $2,720,000 | +27.0% | 85,865 | +23.0% | 0.04% | +20.0% |
| Q3 2017 | $2,141,000 | +10.4% | 69,828 | +6.6% | 0.03% | -9.1% |
| Q2 2017 | $1,939,000 | +12.1% | 65,504 | +7.7% | 0.03% | +10.0% |
| Q1 2017 | $1,729,000 | -21.2% | 60,821 | -26.9% | 0.03% | -14.3% |
| Q4 2016 | $2,193,000 | -6.2% | 83,259 | -11.4% | 0.04% | -34.0% |
| Q4 2015 | $2,338,000 | 0.0% | 93,938 | 0.0% | 0.05% | 0.0% |
| Q3 2015 | $2,338,000 | – | 93,938 | – | 0.05% | – |
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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% |