WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 137 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,526,422 | -2.0% | 374,972 | +1.6% | 3.94% | +0.9% |
| Q2 2023 | $14,827,453 | +1.4% | 369,118 | -0.5% | 3.91% | -2.9% |
| Q1 2023 | $14,622,131 | +11.5% | 370,932 | +0.8% | 4.02% | +6.1% |
| Q4 2022 | $13,110,827 | -1.5% | 367,972 | -0.8% | 3.79% | -11.8% |
| Q3 2022 | $13,309,000 | -3.0% | 370,825 | +1.2% | 4.30% | +1.3% |
| Q2 2022 | $13,716,000 | -15.2% | 366,531 | -2.7% | 4.24% | -8.6% |
| Q1 2022 | $16,173,000 | -3.4% | 376,639 | +2.9% | 4.64% | -2.2% |
| Q4 2021 | $16,744,000 | +7.6% | 366,000 | +1.5% | 4.75% | -2.6% |
| Q3 2021 | $15,562,000 | -0.0% | 360,491 | +2.2% | 4.88% | -0.3% |
| Q2 2021 | $15,564,000 | +9.1% | 352,773 | +2.1% | 4.89% | +0.9% |
| Q1 2021 | $14,272,000 | +4.4% | 345,637 | -0.6% | 4.85% | -2.9% |
| Q4 2020 | $13,676,000 | +7.1% | 347,811 | -0.4% | 4.99% | -5.7% |
| Q3 2020 | $12,775,000 | +3.4% | 349,330 | -0.9% | 5.29% | -5.9% |
| Q2 2020 | $12,360,000 | +14.1% | 352,330 | -1.5% | 5.63% | -3.6% |
| Q1 2020 | $10,833,000 | -16.4% | 357,822 | +0.3% | 5.84% | +5.6% |
| Q4 2019 | $12,960,000 | +9.1% | 356,736 | +0.9% | 5.53% | -0.1% |
| Q3 2019 | $11,883,000 | +5.5% | 353,457 | +2.7% | 5.53% | +3.7% |
| Q2 2019 | $11,262,000 | +3.0% | 344,208 | +1.4% | 5.34% | -0.8% |
| Q1 2019 | $10,932,000 | +17.0% | 339,513 | +1.1% | 5.38% | +1.7% |
| Q4 2018 | $9,343,000 | -9.3% | 335,841 | +4.7% | 5.29% | +10.8% |
| Q3 2018 | $10,298,000 | +1.9% | 320,910 | +1.0% | 4.77% | -1.1% |
| Q2 2018 | $10,104,000 | +2.1% | 317,835 | -0.9% | 4.83% | +2.1% |
| Q1 2018 | $9,897,000 | +0.7% | 320,605 | +3.4% | 4.73% | +0.4% |
| Q4 2017 | $9,826,000 | +8.4% | 310,126 | +4.9% | 4.71% | +3.7% |
| Q3 2017 | $9,063,000 | +7.1% | 295,589 | +3.4% | 4.54% | +1.3% |
| Q2 2017 | $8,461,000 | +4.6% | 285,840 | +0.4% | 4.48% | -4.2% |
| Q1 2017 | $8,090,000 | +10.1% | 284,564 | +2.0% | 4.68% | +1.9% |
| Q4 2016 | $7,350,000 | -3.2% | 278,932 | -3.2% | 4.59% | -1.6% |
| Q3 2016 | $7,596,000 | +3.0% | 288,065 | +0.2% | 4.67% | -0.6% |
| Q2 2016 | $7,374,000 | +1.3% | 287,503 | +1.3% | 4.70% | -1.4% |
| Q1 2016 | $7,278,000 | +1.7% | 283,854 | +4.8% | 4.76% | -1.9% |
| Q4 2015 | $7,159,000 | +43.9% | 270,869 | +35.5% | 4.86% | +36.3% |
| Q3 2015 | $4,975,000 | +6.4% | 199,878 | +11.7% | 3.56% | +11.4% |
| Q2 2015 | $4,677,000 | +1380.1% | 178,994 | +1429.6% | 3.20% | +1354.5% |
| Q1 2015 | $316,000 | – | 11,702 | – | 0.22% | – |
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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% |