WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 65 filers reported holding WISDOMTREE TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,638,237 | +24.1% | 42,288 | +28.7% | 0.04% | +28.6% |
| Q2 2023 | $1,320,387 | +59.0% | 32,870 | +41.0% | 0.03% | +16.7% |
| Q4 2022 | $830,321 | +37.2% | 23,304 | +38.1% | 0.02% | +26.3% |
| Q3 2022 | $605,000 | +104.4% | 16,869 | +113.4% | 0.02% | +137.5% |
| Q2 2022 | $296,000 | -22.5% | 7,906 | -11.0% | 0.01% | -27.3% |
| Q1 2022 | $382,000 | +75.2% | 8,887 | +86.2% | 0.01% | +22.2% |
| Q4 2021 | $218,000 | -50.3% | 4,772 | -52.1% | 0.01% | -40.0% |
| Q2 2021 | $439,000 | -61.6% | 9,960 | -64.0% | 0.02% | -76.6% |
| Q1 2021 | $1,143,000 | +0.4% | 27,686 | -22.7% | 0.06% | -48.8% |
| Q2 2018 | $1,138,000 | +77.5% | 35,813 | +72.5% | 0.12% | +47.1% |
| Q1 2018 | $641,000 | +71.8% | 20,762 | +76.4% | 0.08% | +254.2% |
| Q4 2017 | $373,000 | -79.2% | 11,772 | -79.9% | 0.02% | -68.4% |
| Q3 2017 | $1,796,000 | +642.1% | 58,608 | +616.1% | 0.08% | +442.9% |
| Q2 2017 | $242,000 | -56.3% | 8,184 | -62.1% | 0.01% | -65.9% |
| Q2 2016 | $554,000 | – | 21,580 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Americana Partners, LLC | 275,271 | $10,000,000 | 5.60% |
| Summit Asset Management, LLC | 356,736 | $12,960,000 | 5.53% |
| Trinity Wealth Management, LLC | 101,307 | $3,680,000 | 3.70% |
| FIFTH THIRD SECURITIES, INC. | 104,004 | $3,778,438,000 | 3.08% |
| Ameritas Investment Company, LLC | 368,267 | $13,379,000 | 2.81% |
| WESCAP Management Group, Inc. | 192,289 | $6,985,000 | 2.72% |
| CLIENT 1ST ADVISORY GROUP, LLC | 74,143 | $2,694,000 | 2.66% |
| Stewardship Advisors, LLC | 102,344 | $3,718,000 | 2.34% |
| VIVID FINANCIAL MANAGEMENT, INC. | 58,306 | $2,164,000 | 2.31% |
| Financial Enhancement Group LLC | 162,253 | $5,895,000 | 1.48% |