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 | $1,011 | -3.5% | 26,098 | 0.0% | 0.16% | -1.3% |
| Q2 2023 | $1,048 | +1.8% | 26,098 | 0.0% | 0.16% | -7.1% |
| Q1 2023 | $1,029 | +10.6% | 26,098 | 0.0% | 0.17% | +4.3% |
| Q4 2022 | $930 | -99.9% | 26,098 | 0.0% | 0.16% | -11.0% |
| Q3 2022 | $937,000 | +2.4% | 26,098 | +6.8% | 0.18% | +6.4% |
| Q2 2022 | $915,000 | -12.9% | 24,444 | 0.0% | 0.17% | -2.3% |
| Q1 2022 | $1,050,000 | -6.1% | 24,444 | 0.0% | 0.18% | -2.8% |
| Q4 2021 | $1,118,000 | +6.0% | 24,444 | 0.0% | 0.18% | -4.3% |
| Q3 2021 | $1,055,000 | -2.1% | 24,444 | 0.0% | 0.19% | -2.6% |
| Q2 2021 | $1,078,000 | +2.0% | 24,444 | -4.5% | 0.19% | -0.5% |
| Q1 2021 | $1,057,000 | +5.1% | 25,591 | 0.0% | 0.19% | -12.6% |
| Q4 2020 | $1,006,000 | +7.5% | 25,591 | 0.0% | 0.22% | -4.7% |
| Q3 2020 | $936,000 | +4.2% | 25,591 | 0.0% | 0.23% | -1.7% |
| Q2 2020 | $898,000 | +15.9% | 25,591 | 0.0% | 0.24% | -2.5% |
| Q1 2020 | $775,000 | -18.9% | 25,591 | -2.8% | 0.24% | -0.4% |
| Q4 2019 | $956,000 | +14.1% | 26,325 | +5.6% | 0.24% | +5.2% |
| Q3 2019 | $838,000 | +2.8% | 24,920 | 0.0% | 0.23% | +0.9% |
| Q2 2019 | $815,000 | -11.7% | 24,920 | -13.1% | 0.23% | -8.0% |
| Q1 2019 | $923,000 | +15.7% | 28,676 | 0.0% | 0.25% | +6.4% |
| Q4 2018 | $798,000 | -7.4% | 28,676 | +6.7% | 0.24% | -3.3% |
| Q3 2018 | $862,000 | +0.9% | 26,870 | 0.0% | 0.24% | -9.0% |
| Q2 2018 | $854,000 | +3.0% | 26,870 | 0.0% | 0.27% | -0.4% |
| Q1 2018 | $829,000 | -5.4% | 26,870 | -2.8% | 0.27% | -7.3% |
| Q4 2017 | $876,000 | +3.3% | 27,642 | 0.0% | 0.29% | -2.7% |
| Q3 2017 | $848,000 | +1.6% | 27,642 | -2.0% | 0.30% | -3.3% |
| Q2 2017 | $835,000 | +4.1% | 28,206 | 0.0% | 0.31% | -0.6% |
| Q1 2017 | $802,000 | +15.9% | 28,206 | +7.4% | 0.31% | +8.0% |
| Q4 2016 | $692,000 | -23.5% | 26,256 | -23.4% | 0.29% | -28.1% |
| Q3 2016 | $904,000 | +9.2% | 34,263 | +6.1% | 0.40% | +2.3% |
| Q2 2016 | $828,000 | -2.2% | 32,291 | -2.3% | 0.39% | -7.8% |
| Q1 2016 | $847,000 | -3.0% | 33,044 | 0.0% | 0.42% | -7.3% |
| Q4 2015 | $873,000 | +1884.1% | 33,044 | +1769.0% | 0.46% | +1795.8% |
| Q3 2015 | $44,000 | -4.3% | 1,768 | 0.0% | 0.02% | 0.0% |
| Q2 2015 | $46,000 | – | 1,768 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Choice Wealth Advisors, LLC | 325,335 | $13,068,699 | 8.89% |
| Melone Private Wealth, LLC | 220,607 | $8,861,782 | 6.25% |
| WESCAP Management Group, Inc. | 401,769 | $16,139,065 | 5.64% |
| CAPITAL WEALTH MANAGEMENT, LLC | 250,928 | $10,079,778 | 5.49% |
| Trinity Wealth Management, LLC | 222,264 | $8,928,358 | 5.46% |
| WEALTH MANAGEMENT RESOURCES, INC. | 218,758 | $8,787,509 | 5.11% |
| Sculati Wealth Management, LLC | 232,604 | $9,343,703 | 4.70% |
| Aspire Wealth Management Corp | 133,510 | $5,363,086 | 4.06% |
| Laurel Wealth Planning LLC | 140,214 | $5,632 | 4.02% |
| Summit Asset Management, LLC | 369,118 | $14,827,453 | 3.91% |