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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $706 | -6.0% | 18,218 | -2.6% | 0.54% | -3.4% |
Q2 2023 | $751 | -7.1% | 18,698 | -8.8% | 0.55% | -11.5% |
Q1 2023 | $808 | +9.0% | 20,504 | -1.3% | 0.63% | +1.3% |
Q4 2022 | $741 | -99.9% | 20,783 | -6.1% | 0.62% | -10.0% |
Q3 2022 | $794,000 | -4.1% | 22,133 | 0.0% | 0.69% | +2.2% |
Q2 2022 | $828,000 | -16.2% | 22,133 | -3.8% | 0.67% | -5.4% |
Q1 2022 | $988,000 | -6.8% | 23,013 | -0.5% | 0.71% | -0.1% |
Q4 2021 | $1,060,000 | +5.1% | 23,118 | -1.1% | 0.71% | -0.3% |
Q3 2021 | $1,009,000 | -2.1% | 23,375 | 0.0% | 0.71% | +2.7% |
Q2 2021 | $1,031,000 | +4.5% | 23,375 | -2.3% | 0.69% | -1.6% |
Q1 2021 | $987,000 | -9.5% | 23,925 | -13.9% | 0.70% | -11.1% |
Q4 2020 | $1,091,000 | -2.2% | 27,796 | -8.7% | 0.79% | -13.9% |
Q3 2020 | $1,116,000 | -3.2% | 30,461 | -7.4% | 0.92% | -8.3% |
Q2 2020 | $1,153,000 | +14.7% | 32,899 | -0.9% | 1.00% | +7.7% |
Q1 2020 | $1,005,000 | -20.2% | 33,205 | -4.3% | 0.93% | +3.7% |
Q4 2019 | $1,260,000 | +5.4% | 34,683 | -2.4% | 0.90% | +0.4% |
Q3 2019 | $1,195,000 | -0.9% | 35,551 | -3.5% | 0.90% | -0.1% |
Q2 2019 | $1,206,000 | -6.2% | 36,848 | -7.8% | 0.90% | -7.2% |
Q1 2019 | $1,286,000 | +15.8% | 39,961 | 0.0% | 0.97% | +4.1% |
Q4 2018 | $1,111,000 | -16.3% | 39,961 | -3.4% | 0.93% | -2.8% |
Q3 2018 | $1,327,000 | -22.9% | 41,369 | -23.6% | 0.96% | -18.2% |
Q2 2018 | $1,722,000 | -20.5% | 54,166 | -22.8% | 1.17% | -19.6% |
Q1 2018 | $2,165,000 | -10.7% | 70,140 | -8.4% | 1.45% | -14.4% |
Q4 2017 | $2,425,000 | -6.7% | 76,538 | -9.7% | 1.70% | -12.7% |
Q3 2017 | $2,599,000 | -2.7% | 84,790 | -6.1% | 1.94% | -7.7% |
Q2 2017 | $2,672,000 | -0.2% | 90,295 | -4.1% | 2.10% | -6.4% |
Q1 2017 | $2,678,000 | -0.9% | 94,193 | -8.1% | 2.25% | -8.1% |
Q4 2016 | $2,702,000 | +3.0% | 102,545 | +2.2% | 2.45% | +1.2% |
Q3 2016 | $2,623,000 | -15.9% | 100,356 | -17.5% | 2.42% | -19.6% |
Q2 2016 | $3,119,000 | +0.4% | 121,610 | +0.4% | 3.01% | -3.5% |
Q1 2016 | $3,106,000 | -13.4% | 121,152 | -10.8% | 3.12% | -20.0% |
Q4 2015 | $3,588,000 | – | 135,751 | – | 3.90% | – |
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% |