WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 136 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
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 ↓ |
|---|---|---|---|
| Choice Wealth Advisors, LLC | 323,323 | $12,525,544 | 8.85% |
| Prism Advisors, Inc. | 487,318 | $18,878,699 | 6.61% |
| Melone Private Wealth, LLC | 235,465 | $9,121,927 | 6.52% |
| WESCAP Management Group, Inc. | 404,207 | $15,658,977 | 5.58% |
| Trinity Wealth Management, LLC | 226,736 | $8,783,766 | 5.45% |
| CAPITAL WEALTH MANAGEMENT, LLC | 254,360 | $9,853,906 | 5.40% |
| Laurel Wealth Planning LLC | 167,463 | $6,488 | 5.05% |
| Sculati Wealth Management, LLC | 236,524 | $9,162,940 | 4.68% |
| Castleview Partners, LLC | 130,634 | $5,060,755 | 4.68% |
| WEALTH MANAGEMENT RESOURCES, INC. | 231,668 | $8,974,850 | 4.34% |