WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 81 filers reported holding WISDOMTREE TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $4,000 | -20.0% | 154 | -1.9% | 0.00% | 0.0% |
| Q3 2018 | $5,000 | +25.0% | 157 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $4,000 | -77.8% | 157 | -73.7% | 0.00% | -71.4% |
| Q1 2018 | $18,000 | 0.0% | 597 | 0.0% | 0.01% | -12.5% |
| Q4 2017 | $18,000 | 0.0% | 597 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $18,000 | +5.9% | 597 | 0.0% | 0.01% | -11.1% |
| Q2 2017 | $17,000 | 0.0% | 597 | -0.2% | 0.01% | 0.0% |
| Q1 2017 | $17,000 | +13.3% | 598 | 0.0% | 0.01% | +12.5% |
| Q4 2016 | $15,000 | 0.0% | 598 | -1.3% | 0.01% | 0.0% |
| Q3 2016 | $15,000 | – | 606 | – | 0.01% | – |
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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% |