WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 103 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $4,613,000 | +11.5% | 126,146 | +6.9% | 1.29% | +5.5% |
| Q2 2020 | $4,139,000 | +71.0% | 117,992 | +47.6% | 1.22% | +39.5% |
| Q1 2020 | $2,421,000 | -41.8% | 79,958 | -30.2% | 0.88% | -32.3% |
| Q4 2019 | $4,160,000 | +8.1% | 114,516 | +0.0% | 1.30% | +3.1% |
| Q3 2019 | $3,849,000 | -12.9% | 114,479 | -15.2% | 1.26% | -12.1% |
| Q2 2019 | $4,419,000 | +9.7% | 135,048 | +8.0% | 1.43% | -7.5% |
| Q1 2019 | $4,027,000 | -2.9% | 125,072 | -16.1% | 1.55% | -11.5% |
| Q4 2018 | $4,148,000 | -11.9% | 149,105 | +1.6% | 1.75% | -0.5% |
| Q3 2018 | $4,708,000 | +4.2% | 146,720 | +3.3% | 1.75% | +2.1% |
| Q2 2018 | $4,517,000 | +25.4% | 142,090 | +21.8% | 1.72% | -20.3% |
| Q1 2018 | $3,601,000 | +7.9% | 116,648 | +10.8% | 2.16% | -1.3% |
| Q4 2017 | $3,336,000 | – | 105,312 | – | 2.18% | – |
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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% |