WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 202 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,145,678 | +23.1% | 90,934 | +24.1% | 0.03% | +3.4% |
| Q1 2024 | $3,367,082 | +1504.9% | 73,293 | +1367.6% | 0.03% | +1350.0% |
| Q4 2023 | $209,806 | +1800.2% | 4,994 | +1652.3% | 0.00% | – |
| Q3 2023 | $11,041 | +29.7% | 285 | +19.2% | 0.00% | – |
| Q4 2022 | $8,516 | -98.4% | 239 | -98.4% | 0.00% | -100.0% |
| Q2 2022 | $546,000 | – | 14,581 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Delphi Private Advisors LLC | 72,977 | $2,237,000 | 6.53% |
| Summit Asset Management, LLC | 295,589 | $9,063,000 | 4.54% |
| Jacobus Wealth Management, Inc. | 478,918 | $14,684,000 | 3.84% |
| BFSG, LLC | 237,089 | $7,269,000 | 3.28% |
| WESCAP Management Group, Inc. | 168,306 | $5,160,000 | 2.32% |
| Colorado Capital Management, Inc. | 84,790 | $2,599,000 | 1.94% |
| RiverFront Investment Group, LLC | 2,361,085 | $72,390,000 | 1.76% |
| VALLEY NATIONAL ADVISERS INC | 92,792 | $2,845,000 | 0.97% |
| Rehmann Capital Advisory Group | 118,606 | $3,636,000 | 0.66% |
| Hefty Wealth Partners | 30,995 | $950,000 | 0.63% |