WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 140 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $44,401,487 | +1.6% | 973,930 | +2.4% | 0.05% | -2.1% |
| Q1 2024 | $43,704,415 | +21.6% | 951,337 | +11.1% | 0.05% | -28.4% |
| Q4 2023 | $35,942,234 | +16.6% | 855,971 | +7.6% | 0.07% | +63.4% |
| Q3 2023 | $30,827,689 | +4.8% | 795,759 | +8.7% | 0.04% | +5.1% |
| Q2 2023 | $29,419,134 | +23.0% | 732,366 | +20.7% | 0.04% | +14.7% |
| Q1 2023 | $23,926,065 | +37.3% | 606,952 | +24.1% | 0.03% | +30.8% |
| Q4 2022 | $17,420,946 | +42.2% | 488,940 | +43.2% | 0.03% | +23.8% |
| Q3 2022 | $12,252,000 | +45.6% | 341,390 | +51.8% | 0.02% | +50.0% |
| Q2 2022 | $8,415,000 | +217.4% | 224,873 | +264.2% | 0.01% | +250.0% |
| Q1 2022 | $2,651,000 | +491.7% | 61,739 | +338.0% | 0.00% | +100.0% |
| Q2 2018 | $448,000 | +8.7% | 14,095 | +5.6% | 0.00% | 0.0% |
| Q1 2018 | $412,000 | +0.2% | 13,353 | +2.8% | 0.00% | 0.0% |
| Q4 2017 | $411,000 | -26.1% | 12,987 | -28.3% | 0.00% | -33.3% |
| Q3 2017 | $556,000 | +43.3% | 18,123 | +38.1% | 0.00% | +50.0% |
| Q2 2017 | $388,000 | +9600.0% | 13,123 | +9549.3% | 0.00% | – |
| Q1 2017 | $4,000 | -50.0% | 136 | -56.1% | 0.00% | – |
| Q4 2016 | $8,000 | -70.4% | 310 | -71.7% | 0.00% | – |
| Q3 2015 | $27,000 | – | 1,095 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Delphi Private Advisors LLC | 72,977 | $2,237,000 | 6.53% |
| Summit Asset Management, LLC | 295,589 | $9,063,000 | 4.54% |
| Jacobus Wealth Management, Inc. | 478,918 | $14,684,000 | 3.84% |
| BFSG, LLC | 237,089 | $7,269,000 | 3.28% |
| WESCAP Management Group, Inc. | 168,306 | $5,160,000 | 2.32% |
| Colorado Capital Management, Inc. | 84,790 | $2,599,000 | 1.94% |
| RiverFront Investment Group, LLC | 2,361,085 | $72,390,000 | 1.76% |
| VALLEY NATIONAL ADVISERS INC | 92,792 | $2,845,000 | 0.97% |
| Rehmann Capital Advisory Group | 118,606 | $3,636,000 | 0.66% |
| Hefty Wealth Partners | 30,995 | $950,000 | 0.63% |