WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 178 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $331 | +8.2% | 7,890 | 0.0% | 0.12% | -11.7% |
| Q3 2023 | $306 | -3.5% | 7,890 | 0.0% | 0.14% | -9.9% |
| Q2 2023 | $317 | +1.9% | 7,890 | 0.0% | 0.15% | +1.3% |
| Q1 2023 | $311 | +10.7% | 7,890 | 0.0% | 0.15% | +4.2% |
| Q4 2022 | $281 | -99.9% | 7,890 | 0.0% | 0.14% | -10.6% |
| Q3 2022 | $283,000 | -4.1% | 7,890 | 0.0% | 0.16% | +2.5% |
| Q2 2022 | $295,000 | – | 7,890 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Americana Partners, LLC | 275,271 | $10,000,000 | 5.60% |
| Summit Asset Management, LLC | 356,736 | $12,960,000 | 5.53% |
| Trinity Wealth Management, LLC | 101,307 | $3,680,000 | 3.70% |
| FIFTH THIRD SECURITIES, INC. | 104,004 | $3,778,438,000 | 3.08% |
| Ameritas Investment Company, LLC | 368,267 | $13,379,000 | 2.81% |
| WESCAP Management Group, Inc. | 192,289 | $6,985,000 | 2.72% |
| CLIENT 1ST ADVISORY GROUP, LLC | 74,143 | $2,694,000 | 2.66% |
| Stewardship Advisors, LLC | 102,344 | $3,718,000 | 2.34% |
| VIVID FINANCIAL MANAGEMENT, INC. | 58,306 | $2,164,000 | 2.31% |
| Financial Enhancement Group LLC | 162,253 | $5,895,000 | 1.48% |