WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 110 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,581 | 0.0% | 31,517 | 0.0% | 0.22% | +1.4% |
| Q1 2023 | $1,581 | +349.1% | 31,517 | +239.3% | 0.22% | +360.4% |
| Q4 2022 | $352 | -99.9% | 9,288 | 0.0% | 0.05% | -12.7% |
| Q3 2022 | $352,000 | 0.0% | 9,288 | 0.0% | 0.06% | +5.8% |
| Q2 2022 | $352,000 | -12.2% | 9,288 | 0.0% | 0.05% | -1.9% |
| Q1 2022 | $401,000 | -6.3% | 9,288 | 0.0% | 0.05% | -5.4% |
| Q4 2021 | $428,000 | +6.2% | 9,288 | 0.0% | 0.06% | +3.7% |
| Q3 2021 | $403,000 | -2.4% | 9,288 | 0.0% | 0.05% | -6.9% |
| Q2 2021 | $413,000 | -26.5% | 9,288 | -32.6% | 0.06% | -34.1% |
| Q1 2021 | $562,000 | 0.0% | 13,773 | 0.0% | 0.09% | 0.0% |
| Q4 2020 | $562,000 | +11.5% | 13,773 | 0.0% | 0.09% | -2.2% |
| Q3 2020 | $504,000 | +3.9% | 13,773 | 0.0% | 0.09% | -3.2% |
| Q2 2020 | $485,000 | – | 13,773 | – | 0.09% | – |
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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% |