WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 197 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,884,642 | -1.6% | 126,088 | +2.1% | 0.03% | -8.8% |
| Q2 2023 | $4,962,650 | +5.3% | 123,541 | +3.3% | 0.03% | -2.9% |
| Q1 2023 | $4,714,482 | -18.3% | 119,596 | -26.2% | 0.04% | -25.5% |
| Q4 2022 | $5,771,313 | +498.7% | 161,979 | +503.0% | 0.05% | +291.7% |
| Q3 2022 | $964,000 | +42.4% | 26,861 | +48.5% | 0.01% | +33.3% |
| Q2 2022 | $677,000 | +14.6% | 18,089 | +31.5% | 0.01% | +28.6% |
| Q1 2022 | $591,000 | +95.0% | 13,754 | +107.4% | 0.01% | +75.0% |
| Q4 2021 | $303,000 | -62.2% | 6,633 | -64.3% | 0.00% | -63.6% |
| Q3 2021 | $802,000 | -1.4% | 18,570 | +0.8% | 0.01% | 0.0% |
| Q2 2021 | $813,000 | +535.2% | 18,416 | +405.2% | 0.01% | +266.7% |
| Q2 2020 | $128,000 | -41.0% | 3,645 | -44.0% | 0.00% | -57.1% |
| Q3 2019 | $217,000 | +8.0% | 6,514 | +6.0% | 0.01% | +16.7% |
| Q2 2019 | $201,000 | -2.0% | 6,145 | -3.2% | 0.01% | -14.3% |
| Q1 2019 | $205,000 | -65.8% | 6,346 | -66.1% | 0.01% | -66.7% |
| Q3 2018 | $599,000 | -31.3% | 18,717 | -33.8% | 0.02% | -44.7% |
| Q1 2018 | $872,000 | -10.8% | 28,257 | -8.4% | 0.04% | -7.3% |
| Q4 2017 | $978,000 | +37.7% | 30,835 | +33.1% | 0.04% | +28.1% |
| Q3 2017 | $710,000 | +4.6% | 23,161 | +0.8% | 0.03% | 0.0% |
| Q2 2017 | $679,000 | +5.1% | 22,968 | +0.8% | 0.03% | +3.2% |
| Q1 2017 | $646,000 | +12.2% | 22,797 | +4.5% | 0.03% | +3.3% |
| Q4 2016 | $576,000 | -52.2% | 21,815 | -52.2% | 0.03% | -34.8% |
| Q3 2016 | $1,204,000 | +115.0% | 45,660 | +109.2% | 0.05% | +39.4% |
| Q2 2016 | $560,000 | -3.4% | 21,824 | -3.7% | 0.03% | -8.3% |
| Q1 2016 | $580,000 | – | 22,660 | – | 0.04% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Choice Wealth Advisors, LLC | 323,323 | $12,525,544 | 8.85% |
| Prism Advisors, Inc. | 487,318 | $18,878,699 | 6.61% |
| Melone Private Wealth, LLC | 235,465 | $9,121,927 | 6.52% |
| WESCAP Management Group, Inc. | 404,207 | $15,658,977 | 5.58% |
| Trinity Wealth Management, LLC | 226,736 | $8,783,766 | 5.45% |
| CAPITAL WEALTH MANAGEMENT, LLC | 254,360 | $9,853,906 | 5.40% |
| Laurel Wealth Planning LLC | 167,463 | $6,488 | 5.05% |
| Sculati Wealth Management, LLC | 236,524 | $9,162,940 | 4.68% |
| Castleview Partners, LLC | 130,634 | $5,060,755 | 4.68% |
| WEALTH MANAGEMENT RESOURCES, INC. | 231,668 | $8,974,850 | 4.34% |