WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 136 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $10,000 | 0.0% | 227 | 0.0% | 0.00% | – |
| Q4 2021 | $10,000 | 0.0% | 227 | 0.0% | 0.00% | -100.0% |
| Q3 2021 | $10,000 | -60.0% | 227 | -59.7% | 0.00% | 0.0% |
| Q2 2021 | $25,000 | -81.2% | 563 | -82.5% | 0.00% | -85.7% |
| Q1 2021 | $133,000 | -0.7% | 3,209 | -6.1% | 0.01% | -12.5% |
| Q4 2020 | $134,000 | +13.6% | 3,416 | +6.0% | 0.01% | 0.0% |
| Q3 2020 | $118,000 | -4.1% | 3,222 | -8.3% | 0.01% | -11.1% |
| Q2 2020 | $123,000 | +20.6% | 3,515 | +4.7% | 0.01% | 0.0% |
| Q1 2020 | $102,000 | +61.9% | 3,358 | +93.8% | 0.01% | +125.0% |
| Q4 2019 | $63,000 | +687.5% | 1,733 | +593.2% | 0.00% | +300.0% |
| Q1 2019 | $8,000 | +14.3% | 250 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $7,000 | -12.5% | 250 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $8,000 | 0.0% | 250 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $8,000 | 0.0% | 250 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $8,000 | 0.0% | 250 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $8,000 | 0.0% | 250 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $8,000 | +14.3% | 250 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $7,000 | 0.0% | 250 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $7,000 | – | 250 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lake Point Wealth Management | 629,378 | $27,768,000 | 12.95% |
| Choice Wealth Advisors, LLC | 242,140 | $10,683,000 | 7.68% |
| WESCAP Management Group, Inc. | 498,833 | $22,008,000 | 6.39% |
| Summit Asset Management, LLC | 352,773 | $15,564,000 | 4.89% |
| Trinity Wealth Management, LLC | 140,204 | $6,186,000 | 4.84% |
| Cardinal Point Wealth Management LLC | 232,380 | $10,253,000 | 4.63% |
| Sculati Wealth Management, LLC | 170,673 | $7,530,000 | 3.99% |
| SPC Financial, Inc. | 665,452 | $29,360,000 | 3.56% |
| Castleview Partners, LLC | 128,709 | $5,679,000 | 2.49% |
| Corbenic Partners LLC | 127,621 | $5,631,000 | 1.48% |