WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 76 filers reported holding WISDOMTREE TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $215,000 | -37.3% | 5,891 | -42.2% | 0.04% | +37.0% |
| Q3 2019 | $343,000 | -14.0% | 10,194 | -16.3% | 0.03% | +17.4% |
| Q2 2019 | $399,000 | +14.0% | 12,184 | +12.0% | 0.02% | +15.0% |
| Q1 2019 | $350,000 | -28.4% | 10,874 | -38.2% | 0.02% | -23.1% |
| Q4 2018 | $489,000 | +67.5% | 17,586 | +91.6% | 0.03% | +100.0% |
| Q2 2018 | $292,000 | – | 9,177 | – | 0.01% | – |
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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% |