WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 76 filers reported holding WISDOMTREE TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
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 ↓ |
|---|---|---|---|
| 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% |