WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 127 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
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 | 629,378 | $27,768,000 | 12.95% |
| Choice Wealth Advisors, LLC | 242,140 | $10,683,000 | 7.68% |
| WESCAP Management Group, Inc. | 498,833 | $22,008,000 | 6.39% |
| Summit Asset Management, LLC | 352,773 | $15,564,000 | 4.89% |
| Trinity Wealth Management, LLC | 140,204 | $6,186,000 | 4.84% |
| Cardinal Point Wealth Management LLC | 232,380 | $10,253,000 | 4.63% |
| Sculati Wealth Management, LLC | 170,673 | $7,530,000 | 3.99% |
| SPC Financial, Inc. | 665,452 | $29,360,000 | 3.56% |
| Castleview Partners, LLC | 128,709 | $5,679,000 | 2.49% |
| Corbenic Partners LLC | 127,621 | $5,631,000 | 1.48% |