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 | $18,266 | +0.1% | 471,495 | +3.8% | 0.08% | +2.4% |
| Q2 2023 | $18,250 | +10.6% | 454,330 | +8.5% | 0.08% | +2.5% |
| Q1 2023 | $16,500 | -20.2% | 418,561 | -27.8% | 0.08% | -24.3% |
| Q4 2022 | $20,666 | -99.9% | 580,029 | -2.0% | 0.11% | -10.8% |
| Q3 2022 | $21,244,000 | -6.3% | 591,914 | -2.3% | 0.12% | -1.6% |
| Q2 2022 | $22,666,000 | -12.3% | 605,718 | +0.6% | 0.12% | +2.5% |
| Q1 2022 | $25,849,000 | -3.9% | 601,989 | +2.4% | 0.12% | -0.8% |
| Q4 2021 | $26,891,000 | +4.2% | 587,785 | -1.7% | 0.12% | -5.5% |
| Q3 2021 | $25,808,000 | -0.5% | 597,822 | +1.6% | 0.13% | +2.4% |
| Q2 2021 | $25,950,000 | +10.1% | 588,162 | +3.1% | 0.12% | -3.1% |
| Q1 2021 | $23,568,000 | +4.3% | 570,752 | -0.6% | 0.13% | -3.0% |
| Q4 2020 | $22,586,000 | +13.4% | 574,404 | +5.5% | 0.13% | -1.5% |
| Q3 2020 | $19,915,000 | +1.3% | 544,562 | -2.8% | 0.13% | -9.5% |
| Q2 2020 | $19,662,000 | +242.2% | 560,494 | +195.4% | 0.15% | +169.1% |
| Q1 2020 | $5,745,000 | -22.0% | 189,761 | -6.4% | 0.06% | -3.5% |
| Q4 2019 | $7,368,000 | +15.1% | 202,820 | +6.5% | 0.06% | +1.8% |
| Q3 2019 | $6,401,000 | +3.9% | 190,384 | +1.1% | 0.06% | -1.8% |
| Q2 2019 | $6,162,000 | +6.4% | 188,317 | +4.7% | 0.06% | +3.6% |
| Q1 2019 | $5,793,000 | +29.3% | 179,903 | +11.7% | 0.06% | +10.0% |
| Q4 2018 | $4,479,000 | +40.4% | 161,013 | +62.0% | 0.05% | +66.7% |
| Q3 2018 | $3,190,000 | +115.2% | 99,394 | +113.2% | 0.03% | +87.5% |
| Q2 2018 | $1,482,000 | – | 46,625 | – | 0.02% | – |
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% |