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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $84,000 | +6.3% | 1,830 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $79,000 | -1.2% | 1,830 | 0.0% | 0.00% | -20.0% |
| Q2 2021 | $80,000 | +6.7% | 1,830 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $75,000 | +5.6% | 1,830 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $71,000 | +7.6% | 1,830 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $66,000 | -18.5% | 1,830 | -21.5% | 0.01% | -28.6% |
| Q2 2020 | $81,000 | +15.7% | 2,330 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $70,000 | -16.7% | 2,330 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $84,000 | +7.7% | 2,330 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $78,000 | +1.3% | 2,330 | -1.5% | 0.01% | 0.0% |
| Q2 2019 | $77,000 | -3.8% | 2,366 | -5.7% | 0.01% | 0.0% |
| Q1 2019 | $80,000 | -48.7% | 2,509 | -54.6% | 0.01% | -58.8% |
| Q4 2018 | $156,000 | -31.3% | 5,530 | -21.8% | 0.02% | -29.2% |
| Q3 2018 | $227,000 | -1.7% | 7,075 | -2.6% | 0.02% | -4.0% |
| Q2 2018 | $231,000 | -47.0% | 7,266 | -48.6% | 0.02% | -47.9% |
| Q1 2018 | $436,000 | -63.2% | 14,134 | -62.2% | 0.05% | -63.1% |
| Q4 2017 | $1,185,000 | -0.2% | 37,403 | -2.5% | 0.13% | -3.7% |
| Q3 2017 | $1,187,000 | -0.3% | 38,365 | -4.6% | 0.14% | -6.2% |
| Q2 2017 | $1,190,000 | +2.8% | 40,225 | -1.3% | 0.14% | -2.7% |
| Q1 2017 | $1,158,000 | +3.4% | 40,759 | -4.2% | 0.15% | -7.5% |
| Q4 2016 | $1,120,000 | +21.0% | 42,531 | +21.1% | 0.16% | +15.1% |
| Q3 2016 | $926,000 | +37.8% | 35,132 | +34.0% | 0.14% | +24.1% |
| Q2 2016 | $672,000 | +34.4% | 26,209 | +34.3% | 0.11% | +20.4% |
| Q1 2016 | $500,000 | +62.3% | 19,522 | +67.2% | 0.09% | +45.3% |
| Q4 2015 | $308,000 | +111.0% | 11,673 | +106.7% | 0.06% | +100.0% |
| Q3 2015 | $146,000 | +1725.0% | 5,646 | +1727.2% | 0.03% | +1500.0% |
| Q2 2015 | $8,000 | – | 309 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lake Point Wealth Management | 629,378 | $27,768,000 | 12.95% |
| Choice Wealth Advisors, LLC | 242,140 | $10,683,000 | 7.68% |
| WESCAP Management Group, Inc. | 498,833 | $22,008,000 | 6.39% |
| Summit Asset Management, LLC | 352,773 | $15,564,000 | 4.89% |
| Trinity Wealth Management, LLC | 140,204 | $6,186,000 | 4.84% |
| Cardinal Point Wealth Management LLC | 232,380 | $10,253,000 | 4.63% |
| Sculati Wealth Management, LLC | 170,673 | $7,530,000 | 3.99% |
| SPC Financial, Inc. | 665,452 | $29,360,000 | 3.56% |
| Castleview Partners, LLC | 128,709 | $5,679,000 | 2.49% |
| Corbenic Partners LLC | 127,621 | $5,631,000 | 1.48% |