WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 4 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
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 ↓ |
|---|---|---|---|
| Choice Wealth Advisors, LLC | 323,323 | $12,525,544 | 8.85% |
| Prism Advisors, Inc. | 487,318 | $18,878,699 | 6.61% |
| Melone Private Wealth, LLC | 235,465 | $9,121,927 | 6.52% |
| WESCAP Management Group, Inc. | 404,207 | $15,658,977 | 5.58% |
| Trinity Wealth Management, LLC | 226,736 | $8,783,766 | 5.45% |
| CAPITAL WEALTH MANAGEMENT, LLC | 254,360 | $9,853,906 | 5.40% |
| Laurel Wealth Planning LLC | 167,463 | $6,488 | 5.05% |
| Sculati Wealth Management, LLC | 236,524 | $9,162,940 | 4.68% |
| Castleview Partners, LLC | 130,634 | $5,060,755 | 4.68% |
| WEALTH MANAGEMENT RESOURCES, INC. | 231,668 | $8,974,850 | 4.34% |