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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $10,000 | +11.1% | 215 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $9,000 | 0.0% | 215 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $9,000 | 0.0% | 215 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $9,000 | 0.0% | 215 | -3.2% | 0.00% | 0.0% |
| Q4 2020 | $9,000 | -99.7% | 222 | -99.8% | 0.00% | -99.8% |
| Q3 2020 | $3,496,000 | +0.2% | 95,589 | -3.9% | 0.81% | -7.6% |
| Q2 2020 | $3,488,000 | +16.3% | 99,440 | +0.4% | 0.88% | -1.5% |
| Q1 2020 | $2,998,000 | -49.1% | 99,031 | -39.0% | 0.89% | -40.0% |
| Q4 2019 | $5,895,000 | – | 162,253 | – | 1.48% | – |
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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% |