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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 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% |