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 | $1,790 | -56.7% | 46,195 | -55.9% | 0.08% | -49.7% |
| Q1 2023 | $4,132 | +253.2% | 104,828 | +219.4% | 0.17% | +183.1% |
| Q4 2022 | $1,170 | -99.9% | 32,825 | +13.6% | 0.06% | +1.7% |
| Q2 2022 | $1,081,000 | +419.7% | 28,887 | +495.6% | 0.06% | +728.6% |
| Q1 2022 | $208,000 | -67.3% | 4,850 | -65.2% | 0.01% | -58.8% |
| Q4 2021 | $636,000 | -85.7% | 13,918 | -86.2% | 0.02% | -92.3% |
| Q2 2021 | $4,446,000 | +711.3% | 100,769 | +659.5% | 0.22% | +640.0% |
| Q1 2021 | $548,000 | -75.4% | 13,267 | -82.0% | 0.03% | -75.4% |
| Q1 2020 | $2,229,000 | +504.1% | 73,614 | +552.5% | 0.12% | +408.3% |
| Q2 2019 | $369,000 | -5.1% | 11,282 | -6.7% | 0.02% | +9.1% |
| Q1 2019 | $389,000 | -22.7% | 12,090 | -33.1% | 0.02% | -26.7% |
| Q4 2018 | $503,000 | -7.5% | 18,081 | +5.7% | 0.03% | -43.4% |
| Q2 2018 | $544,000 | -27.9% | 17,105 | -30.0% | 0.05% | -8.6% |
| Q1 2018 | $754,000 | +201.6% | 24,429 | +177.6% | 0.06% | +176.2% |
| Q1 2017 | $250,000 | -66.9% | 8,799 | -69.3% | 0.02% | -54.3% |
| Q4 2016 | $755,000 | +87.8% | 28,645 | +82.6% | 0.05% | +31.4% |
| Q2 2016 | $402,000 | +148.1% | 15,684 | +148.6% | 0.04% | +118.8% |
| Q1 2016 | $162,000 | +84.1% | 6,309 | +88.5% | 0.02% | +6.7% |
| Q4 2015 | $88,000 | – | 3,347 | – | 0.02% | – |
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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% |