WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 60 filers reported holding WISDOMTREE TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2022 | $5,000 | -16.7% | 150 | 0.0% | 0.00% | – |
Q2 2022 | $6,000 | 0.0% | 150 | 0.0% | 0.00% | – |
Q1 2022 | $6,000 | -14.3% | 150 | 0.0% | 0.00% | – |
Q4 2021 | $7,000 | +16.7% | 150 | 0.0% | 0.00% | – |
Q3 2021 | $6,000 | -14.3% | 150 | 0.0% | 0.00% | – |
Q2 2021 | $7,000 | +16.7% | 150 | 0.0% | 0.00% | – |
Q1 2021 | $6,000 | 0.0% | 150 | 0.0% | 0.00% | – |
Q4 2020 | $6,000 | +20.0% | 150 | 0.0% | 0.00% | – |
Q3 2020 | $5,000 | 0.0% | 150 | 0.0% | 0.00% | – |
Q2 2020 | $5,000 | 0.0% | 150 | 0.0% | 0.00% | – |
Q1 2020 | $5,000 | 0.0% | 150 | 0.0% | 0.00% | – |
Q4 2019 | $5,000 | 0.0% | 150 | 0.0% | 0.00% | – |
Q3 2018 | $5,000 | +25.0% | 150 | 0.0% | 0.00% | – |
Q4 2016 | $4,000 | – | 150 | – | 0.00% | – |
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% |