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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Choice Wealth Advisors, LLC | 325,335 | $13,068,699 | 8.89% |
| Melone Private Wealth, LLC | 220,607 | $8,861,782 | 6.25% |
| WESCAP Management Group, Inc. | 401,769 | $16,139,065 | 5.64% |
| CAPITAL WEALTH MANAGEMENT, LLC | 250,928 | $10,079,778 | 5.49% |
| Trinity Wealth Management, LLC | 222,264 | $8,928,358 | 5.46% |
| WEALTH MANAGEMENT RESOURCES, INC. | 218,758 | $8,787,509 | 5.11% |
| Sculati Wealth Management, LLC | 232,604 | $9,343,703 | 4.70% |
| Aspire Wealth Management Corp | 133,510 | $5,363,086 | 4.06% |
| Laurel Wealth Planning LLC | 140,214 | $5,632 | 4.02% |
| Summit Asset Management, LLC | 369,118 | $14,827,453 | 3.91% |