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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $35,697 | +187778.9% | 783 | – | 0.00% | – |
| Q1 2024 | $19 | -51.3% | 0 | -100.0% | 0.00% | – |
| Q3 2023 | $39 | -99.8% | 1 | -99.8% | 0.00% | -100.0% |
| Q4 2022 | $17,815 | -1.0% | 500 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $18,000 | -5.3% | 500 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $19,000 | -9.5% | 500 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $21,000 | -8.7% | 500 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $23,000 | +4.5% | 500 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $22,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $22,000 | +4.8% | 500 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $21,000 | +16.7% | 500 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $18,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $18,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $18,000 | +20.0% | 500 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $15,000 | -16.7% | 500 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $18,000 | +5.9% | 500 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $17,000 | +6.2% | 500 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $16,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $16,000 | +14.3% | 500 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $14,000 | -12.5% | 500 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $16,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $16,000 | +6.7% | 500 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $15,000 | -6.2% | 500 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $16,000 | – | 500 | – | 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% |