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 | $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 ↓ |
|---|---|---|---|
| Choice Wealth Advisors, LLC | 323,323 | $12,525,544 | 8.85% |
| Prism Advisors, Inc. | 487,318 | $18,878,699 | 6.61% |
| Melone Private Wealth, LLC | 235,465 | $9,121,927 | 6.52% |
| WESCAP Management Group, Inc. | 404,207 | $15,658,977 | 5.58% |
| Trinity Wealth Management, LLC | 226,736 | $8,783,766 | 5.45% |
| CAPITAL WEALTH MANAGEMENT, LLC | 254,360 | $9,853,906 | 5.40% |
| Laurel Wealth Planning LLC | 167,463 | $6,488 | 5.05% |
| Sculati Wealth Management, LLC | 236,524 | $9,162,940 | 4.68% |
| Castleview Partners, LLC | 130,634 | $5,060,755 | 4.68% |
| WEALTH MANAGEMENT RESOURCES, INC. | 231,668 | $8,974,850 | 4.34% |