WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 123 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $382,423 | -4.8% | 9,520 | -6.6% | 0.06% | -14.7% |
| Q1 2023 | $401,620 | +3.3% | 10,188 | -6.6% | 0.08% | -6.2% |
| Q4 2022 | $388,827 | -10.4% | 10,913 | -9.7% | 0.08% | -8.0% |
| Q3 2022 | $434,000 | -6.7% | 12,088 | -2.6% | 0.09% | -1.1% |
| Q2 2022 | $465,000 | -17.3% | 12,414 | -5.2% | 0.09% | -2.2% |
| Q1 2022 | $562,000 | -16.4% | 13,095 | -10.8% | 0.09% | -9.1% |
| Q4 2021 | $672,000 | +6.2% | 14,680 | +0.0% | 0.10% | +1.0% |
| Q3 2021 | $633,000 | +5.3% | 14,674 | +7.8% | 0.10% | +2.1% |
| Q2 2021 | $601,000 | – | 13,617 | – | 0.10% | – |
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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% |