WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 197 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
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 ↓ |
|---|---|---|---|
| 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% |