WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 110 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $786,000 | -89.3% | 19,980 | -90.1% | 0.26% | -90.6% |
| Q3 2020 | $7,366,000 | +27.6% | 201,427 | +22.4% | 2.80% | +9.8% |
| Q2 2020 | $5,772,000 | +50.3% | 164,542 | +29.7% | 2.55% | +27.3% |
| Q1 2020 | $3,841,000 | +603.5% | 126,889 | +744.5% | 2.00% | +767.1% |
| Q4 2019 | $546,000 | +219.3% | 15,026 | +187.6% | 0.23% | +196.2% |
| Q2 2019 | $171,000 | +1.8% | 5,224 | 0.0% | 0.08% | 0.0% |
| Q1 2019 | $168,000 | +115.4% | 5,224 | +87.0% | 0.08% | +52.9% |
| Q4 2018 | $78,000 | -55.4% | 2,793 | -48.7% | 0.05% | -44.6% |
| Q3 2018 | $175,000 | +1.2% | 5,446 | 0.0% | 0.09% | -4.2% |
| Q2 2018 | $173,000 | -32.2% | 5,446 | -34.2% | 0.10% | -33.3% |
| Q1 2018 | $255,000 | -7.9% | 8,282 | -5.3% | 0.14% | -11.1% |
| Q4 2017 | $277,000 | -0.4% | 8,744 | -2.5% | 0.16% | +10.2% |
| Q3 2017 | $278,000 | -22.8% | 8,971 | -26.3% | 0.15% | -27.6% |
| Q2 2017 | $360,000 | -85.4% | 12,165 | -85.9% | 0.20% | -84.4% |
| Q1 2017 | $2,458,000 | -92.9% | 86,432 | -93.4% | 1.30% | -93.8% |
| Q4 2016 | $34,388,000 | -17.5% | 1,305,042 | -17.4% | 20.83% | -17.5% |
| Q3 2016 | $41,685,000 | +2.9% | 1,580,791 | +0.1% | 25.24% | -0.2% |
| Q2 2016 | $40,520,000 | +1.8% | 1,579,725 | +1.8% | 25.30% | -13.4% |
| Q1 2016 | $39,788,000 | +3.2% | 1,551,813 | +6.3% | 29.20% | +8.5% |
| Q4 2015 | $38,571,000 | +52.1% | 1,459,347 | +45.3% | 26.90% | +37.7% |
| Q3 2015 | $25,365,000 | -27.8% | 1,004,568 | -25.3% | 19.54% | -26.3% |
| Q2 2015 | $35,151,000 | +18.7% | 1,345,244 | +22.8% | 26.53% | +39.6% |
| Q1 2015 | $29,610,000 | – | 1,095,653 | – | 19.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Choice Wealth Advisors, LLC | 324,033 | $11,545,304 | 8.66% |
| Trinity Wealth Management, LLC | 203,539 | $7,252,106 | 5.16% |
| WESCAP Management Group, Inc. | 408,673 | $14,561,015 | 5.12% |
| WEALTH MANAGEMENT RESOURCES, INC. | 202,987 | $7,232,429 | 4.69% |
| Melone Private Wealth, LLC | 147,530 | $5,256,491 | 4.45% |
| Sculati Wealth Management, LLC | 221,034 | $7,875 | 4.42% |
| Aspire Wealth Management Corp | 142,532 | $5,078,399 | 4.42% |
| Castleview Partners, LLC | 115,715 | $4,122,916 | 4.02% |
| Summit Asset Management, LLC | 367,972 | $13,110,827 | 3.79% |
| Cardinal Point Capital Management ULC | 286,732 | $10,216,266 | 3.53% |