WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 48 filers reported holding WISDOMTREE TR in Q2 2016. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $23,935,215 | +5.1% | 617,843 | +9.0% | 0.21% | +8.1% |
| Q2 2023 | $22,775,582 | +33.1% | 566,981 | +30.6% | 0.20% | +21.5% |
| Q1 2023 | $17,114,502 | +155373.3% | 434,158 | +40.5% | 0.16% | +16200.0% |
| Q4 2022 | $11,008 | -96.8% | 308,956 | +3157.7% | 0.00% | -75.0% |
| Q3 2022 | $340,000 | +353.3% | 9,484 | +342.8% | 0.00% | +300.0% |
| Q2 2020 | $75,000 | -69.3% | 2,142 | -76.8% | 0.00% | -90.0% |
| Q3 2016 | $244,000 | +5.2% | 9,219 | 0.0% | 0.01% | +11.1% |
| Q2 2016 | $232,000 | 0.0% | 9,219 | +1.9% | 0.01% | -18.2% |
| Q1 2016 | $232,000 | – | 9,044 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lake Point Wealth Management | 641,627 | $27,699,000 | 12.76% |
| Choice Wealth Advisors, LLC | 245,788 | $10,611,000 | 8.60% |
| WESCAP Management Group, Inc. | 510,858 | $22,054,000 | 6.41% |
| Summit Asset Management, LLC | 360,491 | $15,562,000 | 4.88% |
| Cardinal Point Wealth Management LLC | 237,089 | $10,235,000 | 4.81% |
| Trinity Wealth Management, LLC | 145,094 | $6,264,000 | 4.74% |
| Sculati Wealth Management, LLC | 172,527 | $7,448,000 | 3.95% |
| SPC Financial, Inc. | 695,870 | $30,041,000 | 3.72% |
| DHJJ Financial Advisors, Ltd. | 62,147 | $2,689,000 | 1.39% |
| Corbenic Partners LLC | 129,645 | $5,597,000 | 1.36% |