WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 139 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,395,000 | -13.8% | 87,623 | -10.6% | 0.21% | -2.7% |
| Q2 2023 | $3,937,000 | +90656.1% | 98,008 | -19.5% | 0.22% | -22.1% |
| Q4 2022 | $4,338 | -99.3% | 121,743 | +849.6% | 0.28% | +726.5% |
| Q4 2021 | $587,000 | +33.7% | 12,821 | +26.2% | 0.03% | +13.3% |
| Q3 2021 | $439,000 | +24.7% | 10,160 | +24.7% | 0.03% | +150.0% |
| Q1 2021 | $352,000 | +43.1% | 8,146 | +30.0% | 0.01% | +9.1% |
| Q4 2020 | $246,000 | +41.4% | 6,267 | +31.8% | 0.01% | +22.2% |
| Q3 2020 | $174,000 | +4.2% | 4,755 | +0.0% | 0.01% | 0.0% |
| Q2 2020 | $167,000 | +89.8% | 4,753 | +63.8% | 0.01% | +28.6% |
| Q1 2020 | $88,000 | +33.3% | 2,901 | +60.6% | 0.01% | +40.0% |
| Q4 2019 | $66,000 | +1000.0% | 1,806 | +920.3% | 0.01% | – |
| Q3 2019 | $6,000 | +100.0% | 177 | +80.6% | 0.00% | -100.0% |
| Q4 2016 | $3,000 | – | 98 | – | 0.00% | – |
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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% |