WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 153 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
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 | 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% |