WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 127 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
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 ↓ |
|---|---|---|---|
| Choice Wealth Advisors, LLC | 324,033 | $11,545,304 | 8.66% |
| Trinity Wealth Management, LLC | 203,539 | $7,252,106 | 5.16% |
| WESCAP Management Group, Inc. | 408,673 | $14,561,015 | 5.12% |
| WEALTH MANAGEMENT RESOURCES, INC. | 202,987 | $7,232,429 | 4.69% |
| Melone Private Wealth, LLC | 147,530 | $5,256,491 | 4.45% |
| Sculati Wealth Management, LLC | 221,034 | $7,875 | 4.42% |
| Aspire Wealth Management Corp | 142,532 | $5,078,399 | 4.42% |
| Castleview Partners, LLC | 115,715 | $4,122,916 | 4.02% |
| Summit Asset Management, LLC | 367,972 | $13,110,827 | 3.79% |
| Cardinal Point Capital Management ULC | 286,732 | $10,216,266 | 3.53% |