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 | $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 ↓ |
|---|---|---|---|
| Lake Point Wealth Management | 641,627 | $27,699,000 | 12.76% |
| Choice Wealth Advisors, LLC | 245,788 | $10,611,000 | 8.60% |
| WESCAP Management Group, Inc. | 510,858 | $22,054,000 | 6.41% |
| Summit Asset Management, LLC | 360,491 | $15,562,000 | 4.88% |
| Cardinal Point Wealth Management LLC | 237,089 | $10,235,000 | 4.81% |
| Trinity Wealth Management, LLC | 145,094 | $6,264,000 | 4.74% |
| Sculati Wealth Management, LLC | 172,527 | $7,448,000 | 3.95% |
| SPC Financial, Inc. | 695,870 | $30,041,000 | 3.72% |
| DHJJ Financial Advisors, Ltd. | 62,147 | $2,689,000 | 1.39% |
| Corbenic Partners LLC | 129,645 | $5,597,000 | 1.36% |