WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 152 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $146,050 | -3.6% | 3,770 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $151,441 | +1.9% | 3,770 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $148,613 | +10.6% | 3,770 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $134,325 | -0.5% | 3,770 | 0.0% | 0.00% | +33.3% |
| Q3 2022 | $135,000 | -4.3% | 3,770 | 0.0% | 0.00% | -25.0% |
| Q2 2022 | $141,000 | -13.0% | 3,770 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $162,000 | -5.8% | 3,770 | 0.0% | 0.00% | -20.0% |
| Q4 2021 | $172,000 | +5.5% | 3,770 | 0.0% | 0.01% | +25.0% |
| Q3 2021 | $163,000 | -1.8% | 3,770 | 0.0% | 0.00% | -20.0% |
| Q2 2021 | $166,000 | +6.4% | 3,770 | 0.0% | 0.01% | -16.7% |
| Q1 2021 | $156,000 | +5.4% | 3,770 | 0.0% | 0.01% | -14.3% |
| Q4 2020 | $148,000 | +8.0% | 3,770 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $137,000 | +3.8% | 3,770 | 0.0% | 0.01% | -12.5% |
| Q2 2020 | $132,000 | +15.8% | 3,770 | 0.0% | 0.01% | -20.0% |
| Q1 2020 | $114,000 | -16.2% | 3,770 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $136,000 | +7.9% | 3,770 | 0.0% | 0.01% | +42.9% |
| Q3 2019 | $126,000 | – | 3,770 | – | 0.01% | – |
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% |