WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 110 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 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% |