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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 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% |