WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 197 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $253,000 | -8.0% | 6,569 | -4.1% | 0.00% | -100.0% |
| Q2 2023 | $275,000 | +29.1% | 6,852 | +26.2% | 0.00% | – |
| Q1 2023 | $213,000 | -14.8% | 5,431 | -6.7% | 0.00% | -100.0% |
| Q1 2022 | $250,000 | +5.0% | 5,822 | +11.8% | 0.00% | 0.0% |
| Q4 2021 | $238,000 | -7.0% | 5,206 | -12.7% | 0.00% | 0.0% |
| Q3 2021 | $256,000 | +21.9% | 5,966 | +24.3% | 0.00% | 0.0% |
| Q2 2021 | $210,000 | – | 4,798 | – | 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% |