WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 153 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
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 | 629,378 | $27,768,000 | 12.95% |
| Choice Wealth Advisors, LLC | 242,140 | $10,683,000 | 7.68% |
| WESCAP Management Group, Inc. | 498,833 | $22,008,000 | 6.39% |
| Summit Asset Management, LLC | 352,773 | $15,564,000 | 4.89% |
| Trinity Wealth Management, LLC | 140,204 | $6,186,000 | 4.84% |
| Cardinal Point Wealth Management LLC | 232,380 | $10,253,000 | 4.63% |
| Sculati Wealth Management, LLC | 170,673 | $7,530,000 | 3.99% |
| SPC Financial, Inc. | 665,452 | $29,360,000 | 3.56% |
| Castleview Partners, LLC | 128,709 | $5,679,000 | 2.49% |
| Corbenic Partners LLC | 127,621 | $5,631,000 | 1.48% |