WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 202 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $606,400 | +43.4% | 13,307 | +44.7% | 0.10% | +47.9% |
| Q1 2024 | $422,970 | +61.6% | 9,197 | +46.8% | 0.07% | +65.1% |
| Q4 2023 | $261,730 | +32.3% | 6,266 | +26.8% | 0.04% | -12.2% |
| Q2 2023 | $197,828 | +103.9% | 4,942 | +124.0% | 0.05% | +48.5% |
| Q1 2023 | $97,005 | -2.9% | 2,206 | -19.7% | 0.03% | -23.3% |
| Q4 2022 | $99,936 | – | 2,747 | – | 0.04% | – |
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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% |