WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 103 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $459 | -100.0% | 11,645 | -1.6% | 0.04% | 0.0% |
| Q4 2022 | $421,764,240 | +176370.4% | 11,837 | +112.9% | 0.04% | +85.0% |
| Q1 2022 | $239,000 | -7.0% | 5,559 | -0.2% | 0.02% | -9.1% |
| Q4 2021 | $257,000 | +10.8% | 5,568 | +3.6% | 0.02% | -15.4% |
| Q3 2021 | $232,000 | -14.7% | 5,375 | -12.8% | 0.03% | -31.6% |
| Q2 2021 | $272,000 | +4.6% | 6,162 | -2.1% | 0.04% | +15.2% |
| Q1 2021 | $260,000 | -21.2% | 6,297 | -24.9% | 0.03% | -29.8% |
| Q4 2020 | $330,000 | +11.5% | 8,388 | +4.5% | 0.05% | +4.4% |
| Q3 2020 | $296,000 | -5.4% | 8,027 | -10.0% | 0.04% | -16.7% |
| Q2 2020 | $313,000 | +20.4% | 8,917 | +3.7% | 0.05% | +5.9% |
| Q1 2020 | $260,000 | – | 8,599 | – | 0.05% | – |
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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% |