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 | $719,796 | -1.1% | 18,580 | +2.6% | 0.03% | 0.0% |
| Q2 2023 | $727,706 | +16.4% | 18,114 | +14.2% | 0.03% | +7.7% |
| Q1 2023 | $625,168 | -7.4% | 15,858 | -15.7% | 0.03% | -25.7% |
| Q3 2022 | $675,000 | -6.2% | 18,818 | -2.2% | 0.04% | -5.4% |
| Q2 2022 | $720,000 | -13.6% | 19,233 | -0.8% | 0.04% | +5.7% |
| Q1 2022 | $833,000 | +2.8% | 19,389 | +9.5% | 0.04% | 0.0% |
| Q4 2021 | $810,000 | +4.8% | 17,702 | -1.1% | 0.04% | -10.3% |
| Q3 2021 | $773,000 | -2.3% | 17,905 | -0.2% | 0.04% | -2.5% |
| Q2 2021 | $791,000 | +7.3% | 17,936 | +0.5% | 0.04% | -9.1% |
| Q1 2021 | $737,000 | +24.7% | 17,850 | +18.7% | 0.04% | +7.3% |
| Q4 2020 | $591,000 | – | 15,037 | – | 0.04% | – |
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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% |