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 2022 | $26,359,000 | -2.4% | 734,425 | +1.8% | 3.28% | -1.5% |
| Q2 2022 | $27,009,000 | -14.4% | 721,792 | -1.8% | 3.33% | -9.0% |
| Q1 2022 | $31,564,000 | -3.1% | 735,083 | +3.3% | 3.66% | +0.8% |
| Q4 2021 | $32,563,000 | +8.4% | 711,749 | +2.3% | 3.63% | -2.4% |
| Q3 2021 | $30,041,000 | +2.3% | 695,870 | +4.6% | 3.72% | +4.5% |
| Q2 2021 | $29,360,000 | +114.4% | 665,452 | +100.6% | 3.56% | +97.1% |
| Q1 2021 | $13,695,000 | +47.2% | 331,671 | +40.2% | 1.81% | +38.1% |
| Q4 2020 | $9,301,000 | +41.7% | 236,534 | +31.8% | 1.31% | +15.5% |
| Q3 2020 | $6,563,000 | +96.0% | 179,463 | +88.0% | 1.13% | +62.4% |
| Q2 2020 | $3,349,000 | +31.9% | 95,466 | +13.8% | 0.70% | +7.6% |
| Q1 2020 | $2,539,000 | – | 83,873 | – | 0.65% | – |
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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% |