WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 99 filers reported holding WISDOMTREE TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $582,867 | -83.8% | 14,510 | -85.7% | 0.00% | -100.0% |
| Q4 2022 | $3,604,830 | -27.6% | 101,174 | -27.0% | 0.00% | 0.0% |
| Q3 2022 | $4,977,000 | -17.4% | 138,662 | -13.8% | 0.00% | -50.0% |
| Q2 2022 | $6,022,000 | +70.3% | 160,943 | +95.4% | 0.00% | +100.0% |
| Q1 2022 | $3,537,000 | +22.4% | 82,381 | +30.4% | 0.00% | 0.0% |
| Q4 2021 | $2,890,000 | -21.4% | 63,176 | -25.9% | 0.00% | 0.0% |
| Q3 2021 | $3,678,000 | +73.5% | 85,209 | +77.3% | 0.00% | – |
| Q2 2021 | $2,120,000 | -7.3% | 48,057 | -17.4% | 0.00% | -100.0% |
| Q4 2020 | $2,287,000 | -43.9% | 58,170 | -47.8% | 0.00% | 0.0% |
| Q3 2020 | $4,076,000 | +341.1% | 111,458 | +323.0% | 0.00% | – |
| Q2 2020 | $924,000 | -92.1% | 26,352 | -93.2% | 0.00% | -100.0% |
| Q1 2020 | $11,737,000 | +737.8% | 387,693 | +830.7% | 0.01% | +400.0% |
| Q3 2019 | $1,401,000 | -46.4% | 41,658 | -47.8% | 0.00% | 0.0% |
| Q2 2019 | $2,614,000 | +42.0% | 79,879 | +39.7% | 0.00% | 0.0% |
| Q1 2019 | $1,841,000 | -62.4% | 57,188 | -67.5% | 0.00% | -66.7% |
| Q4 2018 | $4,895,000 | +132.8% | 175,936 | +168.5% | 0.00% | +200.0% |
| Q3 2018 | $2,103,000 | -61.9% | 65,527 | -62.3% | 0.00% | -66.7% |
| Q2 2018 | $5,525,000 | +150.8% | 173,799 | +143.6% | 0.00% | +200.0% |
| Q1 2018 | $2,203,000 | +78.2% | 71,353 | +52.2% | 0.00% | 0.0% |
| Q4 2016 | $1,236,000 | -18.7% | 46,889 | -20.9% | 0.00% | -50.0% |
| Q2 2016 | $1,520,000 | – | 59,278 | – | 0.00% | – |
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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% |