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 ↓ |
|---|---|---|---|
| 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% |