WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 116 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $358,000 | +6.5% | 8,125 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $336,000 | +5.3% | 8,125 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $319,000 | +7.4% | 8,125 | 0.0% | 0.02% | -4.3% |
| Q3 2020 | $297,000 | +4.2% | 8,125 | 0.0% | 0.02% | -8.0% |
| Q2 2020 | $285,000 | -44.1% | 8,125 | -3.7% | 0.02% | +25.0% |
| Q1 2020 | $510,000 | – | 8,433 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Choice Wealth Advisors, LLC | 324,033 | $11,545,304 | 8.66% |
| Trinity Wealth Management, LLC | 203,539 | $7,252,106 | 5.16% |
| WESCAP Management Group, Inc. | 408,673 | $14,561,015 | 5.12% |
| WEALTH MANAGEMENT RESOURCES, INC. | 202,987 | $7,232,429 | 4.69% |
| Melone Private Wealth, LLC | 147,530 | $5,256,491 | 4.45% |
| Sculati Wealth Management, LLC | 221,034 | $7,875 | 4.42% |
| Aspire Wealth Management Corp | 142,532 | $5,078,399 | 4.42% |
| Castleview Partners, LLC | 115,715 | $4,122,916 | 4.02% |
| Summit Asset Management, LLC | 367,972 | $13,110,827 | 3.79% |
| Cardinal Point Capital Management ULC | 286,732 | $10,216,266 | 3.53% |