WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 74 filers reported holding WISDOMTREE TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $6,530,452 | -3.3% | 143,243 | -2.6% | 0.06% | 0.0% |
| Q1 2024 | $6,755,977 | +9.3% | 147,061 | -0.1% | 0.06% | +9.8% |
| Q4 2023 | $6,183,484 | +8.0% | 147,261 | -0.4% | 0.05% | +34.2% |
| Q3 2023 | $5,724,958 | -7.6% | 147,779 | -4.2% | 0.04% | +11.8% |
| Q2 2023 | $6,194,010 | -25.2% | 154,195 | -26.6% | 0.03% | -26.1% |
| Q1 2023 | $8,282,601 | +1.8% | 210,112 | -8.0% | 0.05% | 0.0% |
| Q4 2022 | $8,136,447 | -9.6% | 228,359 | -9.0% | 0.05% | -13.2% |
| Q3 2022 | $9,004,000 | -21.7% | 250,885 | -18.4% | 0.05% | -15.9% |
| Q2 2022 | $11,500,000 | -14.7% | 307,318 | -2.1% | 0.06% | -3.1% |
| Q1 2022 | $13,478,000 | -4.9% | 313,887 | +1.3% | 0.06% | 0.0% |
| Q4 2021 | $14,170,000 | +8.8% | 309,733 | +2.6% | 0.06% | 0.0% |
| Q3 2021 | $13,029,000 | -6.5% | 301,804 | -4.4% | 0.06% | -7.1% |
| Q2 2021 | $13,929,000 | +3.8% | 315,708 | -2.9% | 0.07% | -5.4% |
| Q1 2021 | $13,419,000 | +2.1% | 324,972 | -2.8% | 0.07% | -6.3% |
| Q4 2020 | $13,145,000 | +8.7% | 334,318 | +1.1% | 0.08% | 0.0% |
| Q3 2020 | $12,095,000 | +9.3% | 330,722 | +4.8% | 0.08% | -1.2% |
| Q2 2020 | $11,065,000 | +15.5% | 315,435 | -0.3% | 0.08% | +1.3% |
| Q1 2020 | $9,580,000 | +53.2% | 316,443 | +83.9% | 0.08% | +97.5% |
| Q4 2019 | $6,252,000 | +46.1% | 172,077 | +35.2% | 0.04% | +33.3% |
| Q3 2019 | $4,278,000 | +20.3% | 127,256 | +17.1% | 0.03% | +30.4% |
| Q2 2019 | $3,555,000 | +1.0% | 108,640 | -0.6% | 0.02% | -8.0% |
| Q1 2019 | $3,521,000 | -6.3% | 109,340 | -19.1% | 0.02% | -16.7% |
| Q4 2018 | $3,758,000 | – | 135,091 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Delphi Private Advisors LLC | 72,977 | $2,237,000 | 6.53% |
| Summit Asset Management, LLC | 295,589 | $9,063,000 | 4.54% |
| Jacobus Wealth Management, Inc. | 478,918 | $14,684,000 | 3.84% |
| BFSG, LLC | 237,089 | $7,269,000 | 3.28% |
| WESCAP Management Group, Inc. | 168,306 | $5,160,000 | 2.32% |
| Colorado Capital Management, Inc. | 84,790 | $2,599,000 | 1.94% |
| RiverFront Investment Group, LLC | 2,361,085 | $72,390,000 | 1.76% |
| VALLEY NATIONAL ADVISERS INC | 92,792 | $2,845,000 | 0.97% |
| Rehmann Capital Advisory Group | 118,606 | $3,636,000 | 0.66% |
| Hefty Wealth Partners | 30,995 | $950,000 | 0.63% |