WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 116 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,770,533 | +1998.8% | 71,516 | +1865.8% | 0.12% | +4066.7% |
Q2 2023 | $132,003 | +124.0% | 3,638 | +100.0% | 0.00% | 0.0% |
Q1 2023 | $58,935 | +38419.6% | 1,819 | -61.1% | 0.00% | -25.0% |
Q4 2022 | $153 | -99.9% | 4,673 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $153,000 | 0.0% | 4,673 | 0.0% | 0.00% | -20.0% |
Q2 2022 | $153,000 | -34.1% | 4,673 | -34.4% | 0.01% | +66.7% |
Q1 2022 | $232,000 | +116.8% | 7,124 | +201.9% | 0.00% | +50.0% |
Q4 2021 | $107,000 | +35.4% | 2,360 | +29.7% | 0.00% | 0.0% |
Q3 2021 | $79,000 | -2.5% | 1,819 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $81,000 | +6.6% | 1,819 | 0.0% | 0.00% | +100.0% |
Q1 2021 | $76,000 | +7.0% | 1,819 | 0.0% | 0.00% | -66.7% |
Q4 2020 | $71,000 | +6.0% | 1,819 | 0.0% | 0.00% | -25.0% |
Q3 2020 | $67,000 | +4.7% | 1,819 | 0.0% | 0.00% | -20.0% |
Q2 2020 | $64,000 | +16.4% | 1,819 | 0.0% | 0.01% | -16.7% |
Q1 2020 | $55,000 | – | 1,819 | – | 0.01% | – |
Q4 2019 | $0 | – | 0 | – | 0.00% | – |
Q3 2019 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
Q1 2018 | $12,000 | 0.0% | 389 | 0.0% | 0.00% | 0.0% |
Q4 2017 | $12,000 | +300.0% | 389 | +253.6% | 0.00% | – |
Q4 2015 | $3,000 | – | 110 | – | 0.00% | – |
Download |
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% |