WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 136 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
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 ↓ |
|---|---|---|---|
| Choice Wealth Advisors, LLC | 324,033 | $11,545,304 | 8.66% |
| Trinity Wealth Management, LLC | 203,539 | $7,252,106 | 5.16% |
| WESCAP Management Group, Inc. | 408,673 | $14,561,015 | 5.12% |
| WEALTH MANAGEMENT RESOURCES, INC. | 202,987 | $7,232,429 | 4.69% |
| Melone Private Wealth, LLC | 147,530 | $5,256,491 | 4.45% |
| Sculati Wealth Management, LLC | 221,034 | $7,875 | 4.42% |
| Aspire Wealth Management Corp | 142,532 | $5,078,399 | 4.42% |
| Castleview Partners, LLC | 115,715 | $4,122,916 | 4.02% |
| Summit Asset Management, LLC | 367,972 | $13,110,827 | 3.79% |
| Cardinal Point Capital Management ULC | 286,732 | $10,216,266 | 3.53% |