WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 197 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,607,843 | -41.9% | 67,317 | -39.8% | 0.01% | -69.6% |
| Q2 2023 | $4,490,064 | -71.9% | 111,777 | -72.4% | 0.02% | -32.4% |
| Q1 2023 | $15,981,262 | +28.1% | 405,410 | +15.8% | 0.03% | +21.4% |
| Q4 2022 | $12,471,141 | +377.1% | 350,018 | +380.6% | 0.03% | +300.0% |
| Q3 2022 | $2,614,000 | -13.0% | 72,822 | -9.3% | 0.01% | -12.5% |
| Q2 2022 | $3,006,000 | -21.4% | 80,328 | -9.8% | 0.01% | 0.0% |
| Q1 2022 | $3,822,000 | +430.8% | 89,008 | +291.8% | 0.01% | +60.0% |
| Q4 2017 | $720,000 | +3.4% | 22,715 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $696,000 | +3.6% | 22,715 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $672,000 | -4.5% | 22,715 | -8.3% | 0.01% | 0.0% |
| Q1 2017 | $704,000 | +20.3% | 24,765 | +11.5% | 0.01% | 0.0% |
| Q4 2016 | $585,000 | -0.2% | 22,215 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $586,000 | -1.3% | 22,215 | -4.1% | 0.01% | -16.7% |
| Q2 2016 | $594,000 | +4.2% | 23,153 | +4.2% | 0.01% | +20.0% |
| Q1 2016 | $570,000 | -2.9% | 22,215 | 0.0% | 0.01% | -16.7% |
| Q4 2015 | $587,000 | +6.1% | 22,215 | 0.0% | 0.01% | -14.3% |
| Q3 2015 | $553,000 | -7.8% | 22,215 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $600,000 | – | 22,215 | – | 0.01% | – |
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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% |