WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 197 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $15,996 | +72.3% | 398,206 | +52.8% | 0.88% | +117.1% |
| Q1 2023 | $9,286 | 0.0% | 260,613 | 0.0% | 0.40% | 0.0% |
| Q4 2022 | $9,286 | -99.9% | 260,613 | -38.5% | 0.40% | -40.8% |
| Q3 2022 | $15,218,000 | -4.8% | 424,025 | -0.7% | 0.68% | +13.7% |
| Q2 2022 | $15,977,000 | -12.3% | 426,959 | +0.6% | 0.60% | -2.8% |
| Q1 2022 | $18,223,000 | -0.3% | 424,391 | +6.2% | 0.62% | +21.9% |
| Q4 2021 | $18,278,000 | +31.9% | 399,521 | +24.5% | 0.51% | +14.5% |
| Q3 2021 | $13,857,000 | +42.4% | 320,990 | +45.5% | 0.44% | +36.8% |
| Q2 2021 | $9,731,000 | +4.1% | 220,547 | -2.6% | 0.32% | -8.5% |
| Q1 2021 | $9,351,000 | +7.1% | 226,471 | +2.0% | 0.35% | -1.9% |
| Q4 2020 | $8,732,000 | -18.4% | 222,084 | -24.1% | 0.36% | -28.1% |
| Q3 2020 | $10,703,000 | +16.7% | 292,683 | +11.9% | 0.50% | +4.2% |
| Q2 2020 | $9,172,000 | +5.3% | 261,454 | -9.2% | 0.48% | -15.2% |
| Q1 2020 | $8,713,000 | -0.7% | 287,796 | +19.2% | 0.57% | +16.9% |
| Q4 2019 | $8,774,000 | +90.2% | 241,501 | +76.0% | 0.48% | +52.0% |
| Q3 2019 | $4,614,000 | +43.3% | 137,241 | +39.5% | 0.32% | +153.2% |
| Q2 2019 | $3,219,000 | – | 98,370 | – | 0.13% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Americana Partners, LLC | 275,271 | $10,000,000 | 5.60% |
| Summit Asset Management, LLC | 356,736 | $12,960,000 | 5.53% |
| Trinity Wealth Management, LLC | 101,307 | $3,680,000 | 3.70% |
| FIFTH THIRD SECURITIES, INC. | 104,004 | $3,778,438,000 | 3.08% |
| Ameritas Investment Company, LLC | 368,267 | $13,379,000 | 2.81% |
| WESCAP Management Group, Inc. | 192,289 | $6,985,000 | 2.72% |
| CLIENT 1ST ADVISORY GROUP, LLC | 74,143 | $2,694,000 | 2.66% |
| Stewardship Advisors, LLC | 102,344 | $3,718,000 | 2.34% |
| VIVID FINANCIAL MANAGEMENT, INC. | 58,306 | $2,164,000 | 2.31% |
| Financial Enhancement Group LLC | 162,253 | $5,895,000 | 1.48% |