WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 110 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $750,631 | +1.1% | 19,376 | +4.8% | 0.01% | 0.0% |
| Q2 2023 | $742,583 | -58.2% | 18,486 | -59.0% | 0.01% | -60.0% |
| Q1 2023 | $1,777,426 | +21.8% | 45,089 | +10.1% | 0.03% | +15.4% |
| Q4 2022 | $1,459,180 | -1.1% | 40,954 | -0.4% | 0.03% | -33.3% |
| Q3 2022 | $1,476,000 | +33.8% | 41,129 | +39.5% | 0.04% | +56.0% |
| Q2 2022 | $1,103,000 | -69.8% | 29,476 | -65.3% | 0.02% | -65.8% |
| Q1 2022 | $3,647,000 | -37.0% | 84,941 | -32.9% | 0.07% | -37.6% |
| Q4 2021 | $5,789,000 | +3.6% | 126,534 | -2.3% | 0.12% | +7.3% |
| Q3 2021 | $5,590,000 | +27.4% | 129,482 | +30.2% | 0.11% | +4.8% |
| Q2 2021 | $4,387,000 | +8.6% | 99,425 | +1.7% | 0.10% | -6.3% |
| Q1 2021 | $4,038,000 | +10.2% | 97,785 | +5.0% | 0.11% | -5.1% |
| Q4 2020 | $3,663,000 | +12.7% | 93,168 | +4.8% | 0.12% | -4.1% |
| Q3 2020 | $3,250,000 | +4.8% | 88,867 | +0.5% | 0.12% | -7.6% |
| Q2 2020 | $3,102,000 | +31.8% | 88,438 | +13.7% | 0.13% | +4.8% |
| Q1 2020 | $2,354,000 | -10.7% | 77,748 | +7.3% | 0.13% | +11.5% |
| Q4 2019 | $2,636,000 | +691.6% | 72,447 | +629.6% | 0.11% | +653.3% |
| Q3 2019 | $333,000 | +5.0% | 9,930 | +2.6% | 0.02% | +7.1% |
| Q2 2019 | $317,000 | +43.4% | 9,683 | +21.4% | 0.01% | +7.7% |
| Q4 2018 | $221,000 | -9.8% | 7,976 | +4.4% | 0.01% | +8.3% |
| Q3 2018 | $245,000 | – | 7,643 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lake Point Wealth Management | 629,378 | $27,768,000 | 12.95% |
| Choice Wealth Advisors, LLC | 242,140 | $10,683,000 | 7.68% |
| WESCAP Management Group, Inc. | 498,833 | $22,008,000 | 6.39% |
| Summit Asset Management, LLC | 352,773 | $15,564,000 | 4.89% |
| Trinity Wealth Management, LLC | 140,204 | $6,186,000 | 4.84% |
| Cardinal Point Wealth Management LLC | 232,380 | $10,253,000 | 4.63% |
| Sculati Wealth Management, LLC | 170,673 | $7,530,000 | 3.99% |
| SPC Financial, Inc. | 665,452 | $29,360,000 | 3.56% |
| Castleview Partners, LLC | 128,709 | $5,679,000 | 2.49% |
| Corbenic Partners LLC | 127,621 | $5,631,000 | 1.48% |