WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 139 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $105,310,671 | +23.1% | 2,718,397 | +27.6% | 0.07% | +21.3% |
| Q2 2023 | $85,551,760 | +64.6% | 2,129,743 | +61.6% | 0.06% | +52.5% |
| Q1 2023 | $51,965,508 | +44.9% | 1,318,252 | +30.9% | 0.04% | +29.0% |
| Q4 2022 | $35,869,954 | +39.1% | 1,006,735 | +40.1% | 0.03% | +24.0% |
| Q3 2022 | $25,787,000 | -0.0% | 718,512 | +4.2% | 0.02% | 0.0% |
| Q2 2022 | $25,799,000 | +2.2% | 689,443 | +17.3% | 0.02% | +13.6% |
| Q1 2022 | $25,244,000 | +22.5% | 587,894 | +30.5% | 0.02% | +29.4% |
| Q4 2021 | $20,608,000 | +5.9% | 450,444 | -0.1% | 0.02% | -5.6% |
| Q3 2021 | $19,462,000 | +7.3% | 450,828 | +9.7% | 0.02% | 0.0% |
| Q2 2021 | $18,137,000 | +20.0% | 411,084 | +12.3% | 0.02% | +5.9% |
| Q1 2021 | $15,116,000 | +14.6% | 366,069 | +9.1% | 0.02% | 0.0% |
| Q4 2020 | $13,191,000 | +35.7% | 335,467 | +26.2% | 0.02% | +13.3% |
| Q3 2020 | $9,722,000 | +51.9% | 265,846 | +45.7% | 0.02% | +36.4% |
| Q2 2020 | $6,401,000 | +46.7% | 182,479 | +26.6% | 0.01% | +22.2% |
| Q1 2020 | $4,364,000 | -35.4% | 144,140 | -22.5% | 0.01% | -25.0% |
| Q4 2019 | $6,760,000 | +15.0% | 186,072 | +6.5% | 0.01% | 0.0% |
| Q3 2019 | $5,876,000 | +31.3% | 174,763 | +27.8% | 0.01% | +20.0% |
| Q2 2019 | $4,476,000 | +71.5% | 136,784 | +68.8% | 0.01% | +66.7% |
| Q1 2019 | $2,610,000 | +8.3% | 81,056 | -6.4% | 0.01% | 0.0% |
| Q4 2018 | $2,409,000 | -54.0% | 86,585 | -46.9% | 0.01% | -53.8% |
| Q3 2018 | $5,236,000 | -0.2% | 163,155 | -1.2% | 0.01% | -7.1% |
| Q2 2018 | $5,248,000 | +3.2% | 165,093 | +0.2% | 0.01% | 0.0% |
| Q1 2018 | $5,086,000 | +72.1% | 164,741 | +76.6% | 0.01% | +55.6% |
| Q4 2017 | $2,955,000 | +33.9% | 93,261 | +29.6% | 0.01% | +12.5% |
| Q3 2017 | $2,207,000 | +61.9% | 71,974 | +56.3% | 0.01% | +60.0% |
| Q2 2017 | $1,363,000 | +19.4% | 46,044 | +14.7% | 0.01% | -37.5% |
| Q1 2017 | $1,142,000 | +2.5% | 40,157 | -4.4% | 0.01% | 0.0% |
| Q4 2016 | $1,114,000 | -28.8% | 42,015 | -28.9% | 0.01% | -46.7% |
| Q3 2016 | $1,564,000 | -16.2% | 59,075 | -20.4% | 0.02% | -6.2% |
| Q2 2016 | $1,867,000 | -54.0% | 74,253 | -54.0% | 0.02% | +45.5% |
| Q1 2016 | $4,058,000 | -40.5% | 161,306 | -38.5% | 0.01% | -42.1% |
| Q4 2015 | $6,824,000 | +204.4% | 262,378 | +201.6% | 0.02% | +58.3% |
| Q3 2015 | $2,242,000 | +10.9% | 86,985 | +12.3% | 0.01% | +20.0% |
| Q2 2015 | $2,021,000 | +321.9% | 77,441 | +338.8% | 0.01% | +400.0% |
| Q1 2015 | $479,000 | – | 17,648 | – | 0.00% | – |
Download | ||||||
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% |