WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 123 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $719,558 | -3.4% | 18,574 | +0.2% | 0.22% | -0.9% |
Q2 2023 | $744,851 | +2.6% | 18,542 | +0.7% | 0.23% | -1.7% |
Q1 2023 | $726,145 | +10.3% | 18,421 | -0.3% | 0.23% | +6.5% |
Q4 2022 | $658,413 | -39.4% | 18,479 | -39.0% | 0.22% | -42.2% |
Q3 2022 | $1,087,000 | +127.4% | 30,295 | +137.0% | 0.37% | +141.3% |
Q2 2022 | $478,000 | -13.4% | 12,783 | -0.5% | 0.16% | 0.0% |
Q1 2022 | $552,000 | -62.0% | 12,851 | -60.5% | 0.16% | -22.9% |
Q4 2021 | $1,452,000 | +146.5% | 32,497 | +138.3% | 0.20% | +18.9% |
Q3 2021 | $589,000 | +7.9% | 13,639 | +10.3% | 0.17% | +8.3% |
Q2 2021 | $546,000 | +6.4% | 12,370 | -0.3% | 0.16% | +1.3% |
Q1 2021 | $513,000 | +2.0% | 12,413 | -3.1% | 0.15% | -4.9% |
Q4 2020 | $503,000 | +2.0% | 12,804 | -5.0% | 0.16% | -8.5% |
Q3 2020 | $493,000 | +6.5% | 13,484 | +2.2% | 0.18% | +4.7% |
Q2 2020 | $463,000 | +13.5% | 13,192 | -2.1% | 0.17% | -1.2% |
Q1 2020 | $408,000 | -93.3% | 13,475 | -92.9% | 0.17% | -92.1% |
Q3 2018 | $6,131,000 | -10.2% | 191,047 | -11.0% | 2.17% | -12.3% |
Q2 2018 | $6,826,000 | +226.4% | 214,720 | +216.9% | 2.47% | +224.3% |
Q1 2018 | $2,091,000 | -10.8% | 67,747 | -8.5% | 0.76% | -10.4% |
Q4 2017 | $2,345,000 | +242.3% | 74,004 | +231.4% | 0.85% | +226.9% |
Q3 2017 | $685,000 | +3.0% | 22,329 | -0.6% | 0.26% | -0.8% |
Q2 2017 | $665,000 | -78.3% | 22,474 | -80.6% | 0.26% | -78.5% |
Q3 2016 | $3,061,000 | -9.8% | 116,083 | -12.2% | 1.22% | -9.9% |
Q2 2016 | $3,392,000 | -49.8% | 132,242 | -49.9% | 1.35% | -49.9% |
Q1 2016 | $6,763,000 | -6.7% | 263,771 | -3.9% | 2.70% | -5.9% |
Q4 2015 | $7,251,000 | – | 274,342 | – | 2.87% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Americana Partners, LLC | 275,271 | $10,000,000 | 5.60% |
Summit Asset Management, LLC | 356,736 | $12,960,000 | 5.53% |
Trinity Wealth Management, LLC | 101,307 | $3,680,000 | 3.70% |
FIFTH THIRD SECURITIES, INC. | 104,004 | $3,778,438,000 | 3.08% |
Ameritas Investment Company, LLC | 368,267 | $13,379,000 | 2.81% |
WESCAP Management Group, Inc. | 192,289 | $6,985,000 | 2.72% |
CLIENT 1ST ADVISORY GROUP, LLC | 74,143 | $2,694,000 | 2.66% |
Stewardship Advisors, LLC | 102,344 | $3,718,000 | 2.34% |
VIVID FINANCIAL MANAGEMENT, INC. | 58,306 | $2,164,000 | 2.31% |
Financial Enhancement Group LLC | 162,253 | $5,895,000 | 1.48% |