WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 136 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $2,814,000 | -63.2% | 75,198 | -57.8% | 0.74% | -55.5% |
| Q1 2022 | $7,657,000 | -16.0% | 178,308 | -10.5% | 1.66% | -5.9% |
| Q4 2021 | $9,111,000 | +62.8% | 199,150 | +53.6% | 1.77% | +30.3% |
| Q3 2021 | $5,597,000 | -0.6% | 129,645 | +1.6% | 1.36% | -8.1% |
| Q2 2021 | $5,631,000 | +12.9% | 127,621 | +5.6% | 1.48% | +15.9% |
| Q1 2021 | $4,989,000 | +3.2% | 120,814 | -1.7% | 1.27% | -36.2% |
| Q4 2020 | $4,834,000 | +8.1% | 122,933 | +0.6% | 2.00% | -7.0% |
| Q3 2020 | $4,470,000 | +3.7% | 122,238 | -0.5% | 2.15% | -9.2% |
| Q2 2020 | $4,310,000 | – | 122,869 | – | 2.36% | – |
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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% |