WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 127 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $27,883,016 | -28.4% | 719,747 | -25.8% | 0.01% | -23.5% |
| Q2 2023 | $38,946,045 | +35.2% | 969,531 | +32.7% | 0.02% | +21.4% |
| Q1 2023 | $28,799,928 | +11.1% | 730,592 | +0.4% | 0.01% | +7.7% |
| Q4 2022 | $25,920,386 | -7.2% | 727,488 | -6.5% | 0.01% | -18.8% |
| Q3 2022 | $27,922,000 | +60.5% | 777,977 | +67.3% | 0.02% | +60.0% |
| Q2 2022 | $17,398,000 | -0.1% | 464,938 | +14.6% | 0.01% | +11.1% |
| Q1 2022 | $17,415,000 | +1.8% | 405,575 | +8.5% | 0.01% | +12.5% |
| Q4 2021 | $17,103,000 | +7.7% | 373,834 | +1.6% | 0.01% | -11.1% |
| Q3 2021 | $15,880,000 | +3.4% | 367,842 | +5.6% | 0.01% | 0.0% |
| Q2 2021 | $15,364,000 | +16.0% | 348,223 | +8.5% | 0.01% | 0.0% |
| Q1 2021 | $13,247,000 | +12.5% | 320,818 | +7.2% | 0.01% | 0.0% |
| Q4 2020 | $11,772,000 | +40.7% | 299,377 | +30.9% | 0.01% | +28.6% |
| Q3 2020 | $8,364,000 | +6.6% | 228,710 | +2.2% | 0.01% | -12.5% |
| Q2 2020 | $7,848,000 | +28.8% | 223,721 | +11.2% | 0.01% | +14.3% |
| Q1 2020 | $6,093,000 | -9.4% | 201,247 | +8.7% | 0.01% | 0.0% |
| Q4 2019 | $6,724,000 | +32.3% | 185,088 | +22.5% | 0.01% | +16.7% |
| Q3 2019 | $5,081,000 | +18.9% | 151,135 | +15.8% | 0.01% | +20.0% |
| Q2 2019 | $4,272,000 | +8.0% | 130,556 | +6.3% | 0.01% | 0.0% |
| Q1 2019 | $3,954,000 | -4.6% | 122,800 | -17.6% | 0.01% | -16.7% |
| Q4 2018 | $4,143,000 | -28.6% | 148,939 | -17.6% | 0.01% | -40.0% |
| Q3 2018 | $5,801,000 | -7.4% | 180,780 | -8.2% | 0.01% | -28.6% |
| Q2 2018 | $6,263,000 | +3.1% | 196,999 | +2.5% | 0.01% | -17.6% |
| Q1 2018 | $6,072,000 | +19.7% | 192,239 | +20.1% | 0.02% | +54.5% |
| Q4 2017 | $5,072,000 | +238.1% | 160,050 | +227.2% | 0.01% | +175.0% |
| Q3 2017 | $1,500,000 | +3.3% | 48,916 | -0.2% | 0.00% | 0.0% |
| Q2 2017 | $1,452,000 | -2.0% | 49,017 | -5.7% | 0.00% | -20.0% |
| Q1 2017 | $1,482,000 | -1.3% | 52,001 | -8.8% | 0.01% | 0.0% |
| Q4 2016 | $1,502,000 | -4.5% | 57,016 | -4.4% | 0.01% | -16.7% |
| Q3 2016 | $1,573,000 | +5950.0% | 59,650 | +5674.4% | 0.01% | – |
| Q2 2016 | $26,000 | 0.0% | 1,033 | 0.0% | 0.00% | – |
| Q1 2016 | $26,000 | -63.4% | 1,033 | -61.5% | 0.00% | – |
| Q4 2015 | $71,000 | – | 2,680 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Choice Wealth Advisors, LLC | 323,323 | $12,525,544 | 8.85% |
| Prism Advisors, Inc. | 487,318 | $18,878,699 | 6.61% |
| Melone Private Wealth, LLC | 235,465 | $9,121,927 | 6.52% |
| WESCAP Management Group, Inc. | 404,207 | $15,658,977 | 5.58% |
| Trinity Wealth Management, LLC | 226,736 | $8,783,766 | 5.45% |
| CAPITAL WEALTH MANAGEMENT, LLC | 254,360 | $9,853,906 | 5.40% |
| Laurel Wealth Planning LLC | 167,463 | $6,488 | 5.05% |
| Sculati Wealth Management, LLC | 236,524 | $9,162,940 | 4.68% |
| Castleview Partners, LLC | 130,634 | $5,060,755 | 4.68% |
| WEALTH MANAGEMENT RESOURCES, INC. | 231,668 | $8,974,850 | 4.34% |