WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 137 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $47,162,657 | -1.6% | 1,217,415 | +2.1% | 0.02% | 0.0% |
| Q2 2023 | $47,913,410 | +63.3% | 1,192,766 | +60.2% | 0.02% | +45.5% |
| Q1 2023 | $29,347,638 | +21.2% | 744,486 | +9.6% | 0.01% | +22.2% |
| Q4 2022 | $24,209,658 | -26.9% | 679,474 | -26.3% | 0.01% | -40.0% |
| Q3 2022 | $33,096,000 | -3.2% | 922,161 | +1.0% | 0.02% | +7.1% |
| Q2 2022 | $34,182,000 | -14.1% | 913,479 | -1.4% | 0.01% | +7.7% |
| Q1 2022 | $39,774,000 | +15.6% | 926,276 | +23.2% | 0.01% | +30.0% |
| Q4 2021 | $34,401,000 | +13.4% | 751,945 | +7.0% | 0.01% | 0.0% |
| Q3 2021 | $30,338,000 | -2.2% | 702,760 | -0.1% | 0.01% | 0.0% |
| Q2 2021 | $31,032,000 | +4.7% | 703,358 | -2.0% | 0.01% | 0.0% |
| Q1 2021 | $29,627,000 | -7.7% | 717,493 | -12.2% | 0.01% | -9.1% |
| Q4 2020 | $32,115,000 | +2.0% | 816,755 | -5.1% | 0.01% | -8.3% |
| Q3 2020 | $31,490,000 | -0.3% | 861,081 | -4.4% | 0.01% | -7.7% |
| Q2 2020 | $31,591,000 | +19.7% | 900,529 | +3.3% | 0.01% | +8.3% |
| Q1 2020 | $26,395,000 | -23.1% | 871,869 | -7.7% | 0.01% | 0.0% |
| Q4 2019 | $34,326,000 | +8.3% | 944,837 | +0.2% | 0.01% | 0.0% |
| Q3 2019 | $31,701,000 | +0.7% | 942,911 | -2.0% | 0.01% | 0.0% |
| Q2 2019 | $31,473,000 | -12.4% | 961,878 | -13.8% | 0.01% | -20.0% |
| Q1 2019 | $35,927,000 | +70.2% | 1,115,742 | +47.0% | 0.02% | +50.0% |
| Q4 2018 | $21,114,000 | -28.9% | 758,958 | -18.0% | 0.01% | -16.7% |
| Q3 2018 | $29,717,000 | +52.0% | 926,061 | +50.6% | 0.01% | +50.0% |
| Q2 2018 | $19,553,000 | +4.0% | 615,073 | +1.0% | 0.01% | 0.0% |
| Q1 2018 | $18,799,000 | -2.7% | 608,968 | -0.1% | 0.01% | 0.0% |
| Q4 2017 | $19,312,000 | -41.2% | 609,515 | -43.1% | 0.01% | -46.7% |
| Q3 2017 | $32,822,000 | -13.2% | 1,070,500 | -16.2% | 0.02% | -25.0% |
| Q2 2017 | $37,811,000 | -14.6% | 1,277,404 | -18.0% | 0.02% | -16.7% |
| Q1 2017 | $44,268,000 | -11.4% | 1,557,087 | -17.9% | 0.02% | -14.3% |
| Q4 2016 | $49,953,000 | +13.3% | 1,895,765 | +13.4% | 0.03% | +7.7% |
| Q3 2016 | $44,090,000 | +8.4% | 1,671,982 | +5.5% | 0.03% | 0.0% |
| Q2 2016 | $40,664,000 | +2.4% | 1,585,353 | +2.3% | 0.03% | -3.7% |
| Q1 2016 | $39,718,000 | +7.8% | 1,549,056 | +11.2% | 0.03% | +12.5% |
| Q4 2015 | $36,832,000 | +64.0% | 1,393,565 | +54.5% | 0.02% | +50.0% |
| Q3 2015 | $22,457,000 | +82.6% | 902,262 | +91.7% | 0.02% | +100.0% |
| Q2 2015 | $12,297,000 | +220.7% | 470,617 | +231.7% | 0.01% | +166.7% |
| Q1 2015 | $3,835,000 | – | 141,896 | – | 0.00% | – |
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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% |