WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 197 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,145,744 | -0.9% | 29,559 | +2.5% | 0.11% | +2.9% |
| Q2 2023 | $1,156,009 | +0.6% | 28,849 | -1.0% | 0.10% | -3.7% |
| Q1 2023 | $1,148,825 | +9.9% | 29,145 | -0.7% | 0.11% | +0.9% |
| Q4 2022 | $1,045,308 | -100.0% | 29,337 | -72.4% | 0.11% | -74.6% |
| Q3 2022 | $3,808,378,000 | +13.0% | 106,112 | +17.8% | 0.42% | +13.7% |
| Q2 2022 | $3,370,605,000 | -19.5% | 90,074 | -7.6% | 0.37% | -6.8% |
| Q1 2022 | $4,186,328,000 | -19.6% | 97,492 | -14.8% | 0.40% | -17.8% |
| Q4 2021 | $5,209,813,000 | +2.2% | 114,400 | -3.5% | 0.48% | +0.2% |
| Q3 2021 | $5,095,552,000 | +3.2% | 118,541 | +6.1% | 0.48% | +1.3% |
| Q2 2021 | $4,936,824,000 | +11.2% | 111,696 | +3.8% | 0.48% | +5.1% |
| Q1 2021 | $4,437,697,000 | +27.8% | 107,572 | +21.8% | 0.45% | +15.8% |
| Q4 2020 | $3,473,479,000 | +8.7% | 88,322 | +1.0% | 0.39% | -3.2% |
| Q3 2020 | $3,196,650,000 | +11.7% | 87,411 | +7.2% | 0.40% | +3.8% |
| Q2 2020 | $2,861,610,000 | +9.1% | 81,573 | -5.8% | 0.39% | -8.9% |
| Q1 2020 | $2,621,823,000 | +26.8% | 86,603 | +37.0% | 0.43% | +67.8% |
| Q2 2019 | $2,068,137,000 | +12.9% | 63,207 | +11.1% | 0.26% | +2.8% |
| Q1 2019 | $1,832,592,000 | +3894.8% | 56,912 | +3351.3% | 0.25% | +3442.9% |
| Q4 2018 | $45,874,000 | -97.1% | 1,649 | -96.7% | 0.01% | -96.8% |
| Q3 2018 | $1,586,119,000 | -66.9% | 49,427 | -67.2% | 0.22% | -68.5% |
| Q2 2018 | $4,791,936,000 | +106529.6% | 150,737 | +3.5% | 0.70% | -0.6% |
| Q1 2018 | $4,494,000 | +17.2% | 145,578 | +20.3% | 0.70% | +8.2% |
| Q4 2017 | $3,835,000 | +5.5% | 121,032 | +2.0% | 0.65% | -1.4% |
| Q3 2017 | $3,636,000 | +1180.3% | 118,606 | +1136.8% | 0.66% | +1114.8% |
| Q2 2017 | $284,000 | +4.4% | 9,590 | +0.1% | 0.05% | +20.0% |
| Q1 2017 | $272,000 | +7.9% | 9,580 | +0.0% | 0.04% | -2.2% |
| Q4 2016 | $252,000 | – | 9,579 | – | 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% |