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% | – |
Download | ||||||
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% |