WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 227 filers reported holding WISDOMTREE TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $20,420 | +4.2% | 447,909 | +5.0% | 0.08% | 0.0% |
| Q1 2024 | $19,591 | +1.9% | 426,456 | -6.9% | 0.08% | -8.5% |
| Q4 2023 | $19,231 | +5.3% | 457,999 | -2.9% | 0.08% | -3.5% |
| 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 ↓ |
|---|---|---|---|
| Delphi Private Advisors LLC | 72,977 | $2,237,000 | 6.53% |
| Summit Asset Management, LLC | 295,589 | $9,063,000 | 4.54% |
| Jacobus Wealth Management, Inc. | 478,918 | $14,684,000 | 3.84% |
| BFSG, LLC | 237,089 | $7,269,000 | 3.28% |
| WESCAP Management Group, Inc. | 168,306 | $5,160,000 | 2.32% |
| Colorado Capital Management, Inc. | 84,790 | $2,599,000 | 1.94% |
| RiverFront Investment Group, LLC | 2,361,085 | $72,390,000 | 1.76% |
| VALLEY NATIONAL ADVISERS INC | 92,792 | $2,845,000 | 0.97% |
| Rehmann Capital Advisory Group | 118,606 | $3,636,000 | 0.66% |
| Hefty Wealth Partners | 30,995 | $950,000 | 0.63% |