WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 178 filers reported holding WISDOMTREE TR in Q2 2023. 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 ↓ |
|---|---|---|---|
| Americana Partners, LLC | 275,271 | $10,000,000 | 5.60% |
| Summit Asset Management, LLC | 356,736 | $12,960,000 | 5.53% |
| Trinity Wealth Management, LLC | 101,307 | $3,680,000 | 3.70% |
| FIFTH THIRD SECURITIES, INC. | 104,004 | $3,778,438,000 | 3.08% |
| Ameritas Investment Company, LLC | 368,267 | $13,379,000 | 2.81% |
| WESCAP Management Group, Inc. | 192,289 | $6,985,000 | 2.72% |
| CLIENT 1ST ADVISORY GROUP, LLC | 74,143 | $2,694,000 | 2.66% |
| Stewardship Advisors, LLC | 102,344 | $3,718,000 | 2.34% |
| VIVID FINANCIAL MANAGEMENT, INC. | 58,306 | $2,164,000 | 2.31% |
| Financial Enhancement Group LLC | 162,253 | $5,895,000 | 1.48% |