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 | $13,749,170 | -1.9% | 354,908 | +1.7% | 0.10% | -49.8% |
| Q2 2023 | $14,015,292 | +2.0% | 348,899 | +0.1% | 0.21% | -6.3% |
| Q1 2023 | $13,741,402 | -45.7% | 348,590 | -51.0% | 0.22% | +3.2% |
| Q4 2022 | $25,325,006 | +249.5% | 710,778 | +252.0% | 0.22% | +232.3% |
| Q3 2022 | $7,246,000 | +96.8% | 201,914 | +105.3% | 0.06% | -19.8% |
| Q2 2022 | $3,681,000 | -16.0% | 98,358 | -3.7% | 0.08% | -20.6% |
| Q1 2022 | $4,384,000 | -7.4% | 102,103 | -1.3% | 0.10% | -13.6% |
| Q4 2021 | $4,732,000 | +7.7% | 103,427 | +1.7% | 0.12% | -7.8% |
| Q3 2021 | $4,392,000 | +1.2% | 101,743 | +3.4% | 0.13% | -1.5% |
| Q2 2021 | $4,341,000 | -21.6% | 98,395 | -26.6% | 0.13% | -30.5% |
| Q1 2021 | $5,535,000 | +7.5% | 134,037 | +2.3% | 0.19% | -11.4% |
| Q4 2020 | $5,150,000 | – | 130,980 | – | 0.21% | – |
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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% |