WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 123 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $253 | -3.8% | 6,550 | 0.0% | 0.15% | -1.9% |
| Q2 2023 | $263 | +1.9% | 6,550 | 0.0% | 0.16% | -5.5% |
| Q1 2023 | $258 | +10.7% | 6,550 | 0.0% | 0.16% | +8.6% |
| Q4 2022 | $233 | -99.9% | 6,550 | 0.0% | 0.15% | -3.2% |
| Q3 2022 | $235,000 | -4.1% | 6,550 | 0.0% | 0.16% | +2.6% |
| Q2 2022 | $245,000 | -14.9% | 6,550 | -2.2% | 0.15% | +1.3% |
| Q1 2022 | $288,000 | -8.0% | 6,700 | -2.2% | 0.15% | -1.9% |
| Q4 2021 | $313,000 | +5.7% | 6,850 | 0.0% | 0.15% | -1.9% |
| Q3 2021 | $296,000 | -2.0% | 6,850 | 0.0% | 0.16% | -0.6% |
| Q2 2021 | $302,000 | +6.7% | 6,850 | 0.0% | 0.16% | 0.0% |
| Q1 2021 | $283,000 | +4.4% | 6,850 | -0.7% | 0.16% | -1.2% |
| Q4 2020 | $271,000 | +7.5% | 6,900 | 0.0% | 0.16% | -4.8% |
| Q3 2020 | $252,000 | +4.1% | 6,900 | 0.0% | 0.17% | -2.9% |
| Q2 2020 | $242,000 | +15.8% | 6,900 | 0.0% | 0.17% | -4.4% |
| Q1 2020 | $209,000 | -22.3% | 6,900 | -6.8% | 0.18% | +7.7% |
| Q4 2019 | $269,000 | +8.0% | 7,400 | 0.0% | 0.17% | +1.2% |
| Q3 2019 | $249,000 | -1.2% | 7,400 | -3.9% | 0.17% | 0.0% |
| Q2 2019 | $252,000 | +1.6% | 7,700 | 0.0% | 0.17% | -4.0% |
| Q1 2019 | $248,000 | +15.9% | 7,700 | 0.0% | 0.17% | +0.6% |
| Q4 2018 | $214,000 | -13.4% | 7,700 | 0.0% | 0.17% | +5.5% |
| Q3 2018 | $247,000 | +0.8% | 7,700 | 0.0% | 0.16% | -3.6% |
| Q2 2018 | $245,000 | +20.1% | 7,700 | +16.7% | 0.17% | +15.8% |
| Q1 2018 | $204,000 | -2.4% | 6,600 | 0.0% | 0.15% | -2.0% |
| Q4 2017 | $209,000 | +0.5% | 6,600 | -2.9% | 0.15% | -3.2% |
| Q3 2017 | $208,000 | -69.5% | 6,800 | -73.6% | 0.15% | -77.3% |
| Q4 2015 | $681,000 | +72.8% | 25,770 | +62.9% | 0.68% | +76.3% |
| Q3 2015 | $394,000 | – | 15,822 | – | 0.38% | – |
Download | ||||||
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% |