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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $229,000 | -6.1% | 5,325 | 0.0% | 0.09% | -7.3% |
| Q4 2021 | $244,000 | +6.1% | 5,325 | 0.0% | 0.10% | +3.2% |
| Q3 2021 | $230,000 | -5.7% | 5,325 | -3.6% | 0.09% | -4.1% |
| Q2 2021 | $244,000 | +7.0% | 5,525 | 0.0% | 0.10% | -2.0% |
| Q1 2021 | $228,000 | +3.2% | 5,525 | -1.8% | 0.10% | +15.1% |
| Q4 2020 | $221,000 | +7.3% | 5,625 | 0.0% | 0.09% | -7.5% |
| Q3 2020 | $206,000 | -54.2% | 5,625 | -54.6% | 0.09% | -54.9% |
| Q4 2019 | $450,000 | +5.1% | 12,385 | -2.6% | 0.21% | +1.0% |
| Q3 2019 | $428,000 | -0.9% | 12,721 | -3.7% | 0.20% | +4.1% |
| Q2 2019 | $432,000 | -16.3% | 13,216 | -17.5% | 0.20% | -20.0% |
| Q1 2019 | $516,000 | +11.7% | 16,016 | -3.5% | 0.24% | +3.4% |
| Q4 2018 | $462,000 | -14.3% | 16,591 | -1.2% | 0.24% | +9.2% |
| Q3 2018 | $539,000 | -2.7% | 16,791 | -3.7% | 0.22% | -13.9% |
| Q2 2018 | $554,000 | +3.0% | 17,441 | +0.0% | 0.25% | +2.9% |
| Q1 2018 | $538,000 | -4.3% | 17,440 | -1.7% | 0.24% | +1.2% |
| Q4 2017 | $562,000 | +4.1% | 17,740 | +0.7% | 0.24% | +6.1% |
| Q3 2017 | $540,000 | +9.1% | 17,609 | +5.2% | 0.23% | +0.9% |
| Q2 2017 | $495,000 | +4.0% | 16,733 | +0.0% | 0.23% | +1.8% |
| Q1 2017 | $476,000 | +13.9% | 16,731 | +5.5% | 0.22% | -17.5% |
| Q4 2016 | $418,000 | -1.4% | 15,856 | -1.4% | 0.27% | +24.5% |
| Q3 2016 | $424,000 | +5.5% | 16,079 | +2.6% | 0.22% | +3.3% |
| Q2 2016 | $402,000 | +1.8% | 15,679 | +1.6% | 0.21% | -0.5% |
| Q1 2016 | $395,000 | +0.8% | 15,425 | +4.1% | 0.21% | -4.1% |
| Q4 2015 | $392,000 | +11.7% | 14,824 | +5.0% | 0.22% | +5.8% |
| Q3 2015 | $351,000 | +33.5% | 14,120 | +40.2% | 0.21% | +15.6% |
| Q2 2015 | $263,000 | – | 10,069 | – | 0.18% | – |
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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% |