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 | $35,744 | -3.4% | 923 | +0.2% | 0.00% | 0.0% |
| Q2 2023 | $36,996 | +2.8% | 921 | +0.9% | 0.00% | 0.0% |
| Q1 2023 | $35,979 | +11.1% | 913 | +0.4% | 0.00% | 0.0% |
| Q4 2022 | $32,382 | +7.9% | 909 | +9.7% | 0.00% | 0.0% |
| Q3 2022 | $30,000 | -18.9% | 829 | +3.6% | 0.00% | 0.0% |
| Q4 2021 | $37,000 | +8.8% | 800 | +0.4% | 0.00% | 0.0% |
| Q3 2021 | $34,000 | -2.9% | 797 | +1.1% | 0.00% | 0.0% |
| Q2 2021 | $35,000 | +20.7% | 788 | +12.6% | 0.00% | 0.0% |
| Q1 2021 | $29,000 | – | 700 | – | 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% |