WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 127 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $58,082,977 | +11.5% | 1,499,302 | +15.6% | 0.10% | +14.1% |
| Q2 2023 | $52,080,458 | +148.2% | 1,296,501 | +143.6% | 0.09% | +130.0% |
| Q1 2023 | $20,982,381 | +18.7% | 532,278 | +7.3% | 0.04% | +11.1% |
| Q4 2022 | $17,680,817 | +252.4% | 496,232 | +255.0% | 0.04% | +227.3% |
| Q3 2022 | $5,017,000 | -3.5% | 139,799 | +0.6% | 0.01% | 0.0% |
| Q2 2022 | $5,201,000 | +1159.3% | 138,992 | +1346.0% | 0.01% | +1000.0% |
| Q1 2022 | $413,000 | +8.7% | 9,612 | +15.9% | 0.00% | 0.0% |
| Q4 2021 | $380,000 | +13.1% | 8,295 | +6.7% | 0.00% | 0.0% |
| Q3 2021 | $336,000 | -79.5% | 7,777 | -82.6% | 0.00% | -80.0% |
| Q3 2020 | $1,639,000 | +1.1% | 44,819 | -3.0% | 0.01% | 0.0% |
| Q2 2020 | $1,621,000 | +1.4% | 46,196 | -12.5% | 0.01% | -28.6% |
| Q1 2020 | $1,599,000 | -39.1% | 52,824 | -26.9% | 0.01% | -12.5% |
| Q4 2019 | $2,626,000 | +22.3% | 72,273 | +13.1% | 0.01% | 0.0% |
| Q3 2019 | $2,148,000 | +228.9% | 63,891 | +220.1% | 0.01% | +166.7% |
| Q2 2019 | $653,000 | +2.2% | 19,959 | +0.6% | 0.00% | 0.0% |
| Q1 2019 | $639,000 | +31.2% | 19,848 | +13.5% | 0.00% | 0.0% |
| Q4 2018 | $487,000 | +72.7% | 17,492 | +97.4% | 0.00% | +200.0% |
| Q2 2018 | $282,000 | -43.8% | 8,859 | -45.9% | 0.00% | -66.7% |
| Q3 2017 | $502,000 | +109.2% | 16,386 | +101.9% | 0.00% | +50.0% |
| Q2 2017 | $240,000 | +16.5% | 8,116 | +11.9% | 0.00% | 0.0% |
| Q1 2017 | $206,000 | -16.6% | 7,254 | -22.5% | 0.00% | 0.0% |
| Q4 2016 | $247,000 | -1.2% | 9,362 | -1.4% | 0.00% | 0.0% |
| Q3 2016 | $250,000 | – | 9,498 | – | 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% |