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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $694,724 | +5.1% | 17,933 | +9.0% | 0.21% | +112.2% |
| Q2 2023 | $660,877 | +13.6% | 16,452 | +11.5% | 0.10% | -44.0% |
| Q1 2023 | $581,682 | +23.3% | 14,756 | +11.5% | 0.18% | +18.2% |
| Q4 2022 | $471,741 | -13.8% | 13,240 | -11.4% | 0.15% | -21.3% |
| Q3 2022 | $547,000 | -8.2% | 14,938 | -4.3% | 0.19% | -1.6% |
| Q2 2022 | $596,000 | -12.1% | 15,604 | -1.2% | 0.19% | +0.5% |
| Q1 2022 | $678,000 | +5.8% | 15,791 | +12.6% | 0.19% | +11.8% |
| Q4 2021 | $641,000 | +96.6% | 14,020 | +85.9% | 0.17% | +77.1% |
| Q3 2021 | $326,000 | -2.4% | 7,542 | -0.3% | 0.10% | -2.0% |
| Q2 2021 | $334,000 | +9.5% | 7,567 | +2.5% | 0.10% | 0.0% |
| Q1 2021 | $305,000 | +7.8% | 7,382 | +2.5% | 0.10% | +28.9% |
| Q4 2020 | $283,000 | +7.6% | 7,202 | 0.0% | 0.08% | -26.2% |
| Q3 2020 | $263,000 | -2.2% | 7,202 | -6.2% | 0.10% | -11.2% |
| Q2 2020 | $269,000 | +16.5% | 7,674 | +0.4% | 0.12% | -2.5% |
| Q1 2020 | $231,000 | -30.2% | 7,644 | -16.0% | 0.12% | -3.3% |
| Q4 2019 | $331,000 | +22.1% | 9,104 | +12.8% | 0.12% | +11.8% |
| Q3 2019 | $271,000 | -54.4% | 8,074 | -55.5% | 0.11% | -54.7% |
| Q2 2019 | $594,000 | +1.2% | 18,142 | -0.4% | 0.24% | -4.0% |
| Q1 2019 | $587,000 | +26.2% | 18,223 | +9.1% | 0.25% | +15.0% |
| Q4 2018 | $465,000 | -44.2% | 16,698 | -35.7% | 0.22% | -30.8% |
| Q3 2018 | $833,000 | +19.7% | 25,968 | +18.6% | 0.32% | +14.0% |
| Q2 2018 | $696,000 | -8.5% | 21,898 | -11.1% | 0.28% | -10.6% |
| Q1 2018 | $761,000 | -19.0% | 24,645 | -16.9% | 0.31% | -16.1% |
| Q4 2017 | $940,000 | +19.3% | 29,665 | +15.4% | 0.37% | +16.6% |
| Q3 2017 | $788,000 | -2.7% | 25,712 | -4.6% | 0.32% | -2.7% |
| Q2 2017 | $810,000 | – | 26,940 | – | 0.33% | – |
Download | ||||||
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% |