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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $218,963 | -3.1% | 5,450 | +3.8% | 0.01% | 0.0% |
| Q1 2022 | $226,000 | -27.8% | 5,252 | -23.3% | 0.01% | -28.6% |
| Q4 2021 | $313,000 | +39.1% | 6,843 | +31.5% | 0.01% | +16.7% |
| Q3 2021 | $225,000 | -27.4% | 5,205 | -25.9% | 0.01% | -25.0% |
| Q2 2021 | $310,000 | +9.9% | 7,025 | +2.8% | 0.01% | 0.0% |
| Q1 2021 | $282,000 | -4.7% | 6,834 | -9.3% | 0.01% | -11.1% |
| Q4 2020 | $296,000 | +33.3% | 7,531 | +24.2% | 0.01% | +28.6% |
| Q3 2020 | $222,000 | +174.1% | 6,062 | +141.4% | 0.01% | +75.0% |
| Q3 2018 | $81,000 | 0.0% | 2,511 | -3.8% | 0.00% | +33.3% |
| Q1 2018 | $81,000 | -44.1% | 2,611 | -43.1% | 0.00% | -57.1% |
| Q4 2017 | $145,000 | – | 4,592 | – | 0.01% | – |
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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% |