WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 206 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $7,983,130 | -1.3% | 175,107 | -0.5% | 0.25% | -8.1% |
| Q1 2024 | $8,088,721 | +17.6% | 176,071 | +5.9% | 0.27% | +6.6% |
| Q4 2023 | $6,879,369 | +19.2% | 166,208 | +11.6% | 0.26% | -6.2% |
| Q3 2023 | $5,771,640 | +19.1% | 148,984 | +23.5% | 0.27% | +8.8% |
| Q2 2023 | $4,846,410 | +93.8% | 120,648 | +90.1% | 0.25% | +71.9% |
| Q1 2023 | $2,501,277 | +148.4% | 63,452 | +124.5% | 0.15% | +111.6% |
| Q4 2022 | $1,007,027 | – | 28,263 | – | 0.07% | – |
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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% |