WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 65 filers reported holding WISDOMTREE TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $1,580,000 | +17.5% | 47,039 | +14.4% | 0.06% | +21.7% |
| Q2 2019 | $1,345,000 | +8.3% | 41,112 | +6.7% | 0.05% | +7.0% |
| Q1 2019 | $1,242,000 | +13.2% | 38,524 | -2.3% | 0.04% | 0.0% |
| Q4 2018 | $1,097,000 | -4.4% | 39,443 | +10.1% | 0.04% | +10.3% |
| Q3 2018 | $1,148,000 | +22.8% | 35,824 | +21.3% | 0.04% | +11.4% |
| Q2 2018 | $935,000 | +12.8% | 29,527 | +10.5% | 0.04% | +9.4% |
| Q1 2018 | $829,000 | +33.9% | 26,721 | +36.1% | 0.03% | +28.0% |
| Q4 2017 | $619,000 | +10.5% | 19,634 | +8.3% | 0.02% | +4.2% |
| Q3 2017 | $560,000 | +33.0% | 18,130 | +28.2% | 0.02% | +26.3% |
| Q2 2017 | $421,000 | – | 14,145 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Choice Wealth Advisors, LLC | 325,335 | $13,068,699 | 8.89% |
| Melone Private Wealth, LLC | 220,607 | $8,861,782 | 6.25% |
| WESCAP Management Group, Inc. | 401,769 | $16,139,065 | 5.64% |
| CAPITAL WEALTH MANAGEMENT, LLC | 250,928 | $10,079,778 | 5.49% |
| Trinity Wealth Management, LLC | 222,264 | $8,928,358 | 5.46% |
| WEALTH MANAGEMENT RESOURCES, INC. | 218,758 | $8,787,509 | 5.11% |
| Sculati Wealth Management, LLC | 232,604 | $9,343,703 | 4.70% |
| Aspire Wealth Management Corp | 133,510 | $5,363,086 | 4.06% |
| Laurel Wealth Planning LLC | 140,214 | $5,632 | 4.02% |
| Summit Asset Management, LLC | 369,118 | $14,827,453 | 3.91% |