WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 127 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $18,332,071 | -0.2% | 402,107 | +0.6% | 5.19% | -2.5% |
Q1 2024 | $18,363,312 | +9.3% | 399,724 | -0.1% | 5.32% | -1.7% |
Q4 2023 | $16,796,402 | +7.3% | 400,009 | -1.0% | 5.41% | -2.9% |
Q3 2023 | $15,658,977 | -3.0% | 404,207 | +0.6% | 5.58% | -1.0% |
Q2 2023 | $16,139,065 | +3.2% | 401,769 | +1.3% | 5.64% | +2.3% |
Q1 2023 | $15,641,020 | +7.4% | 396,779 | -2.9% | 5.51% | +7.7% |
Q4 2022 | $14,561,015 | -3.5% | 408,673 | -2.8% | 5.12% | -11.2% |
Q3 2022 | $15,089,000 | -6.1% | 420,431 | -2.1% | 5.76% | +4.9% |
Q2 2022 | $16,075,000 | -17.7% | 429,606 | -5.5% | 5.50% | -0.3% |
Q1 2022 | $19,526,000 | -16.4% | 454,744 | -11.0% | 5.52% | -14.5% |
Q4 2021 | $23,366,000 | +5.9% | 510,739 | -0.0% | 6.45% | +0.6% |
Q3 2021 | $22,054,000 | +0.2% | 510,858 | +2.4% | 6.41% | +0.3% |
Q2 2021 | $22,008,000 | +7.6% | 498,833 | +0.7% | 6.39% | +13.1% |
Q1 2021 | $20,453,000 | +7.4% | 495,345 | +2.3% | 5.65% | -0.8% |
Q4 2020 | $19,048,000 | +6.7% | 484,444 | -0.8% | 5.70% | -4.2% |
Q3 2020 | $17,859,000 | +4.8% | 488,352 | +0.5% | 5.95% | -1.2% |
Q2 2020 | $17,049,000 | +26.9% | 486,005 | +9.5% | 6.02% | +7.3% |
Q1 2020 | $13,437,000 | +92.4% | 443,857 | +130.8% | 5.61% | +106.4% |
Q4 2019 | $6,985,000 | +11.5% | 192,289 | +3.2% | 2.72% | +5.3% |
Q3 2019 | $6,264,000 | +5.7% | 186,329 | +2.8% | 2.58% | +5.3% |
Q2 2019 | $5,928,000 | +4.4% | 181,178 | +2.7% | 2.45% | +1.2% |
Q1 2019 | $5,678,000 | +16.0% | 176,343 | +0.2% | 2.42% | +3.4% |
Q4 2018 | $4,896,000 | -4.2% | 176,019 | +10.6% | 2.34% | -9.6% |
Q3 2018 | $5,108,000 | -15.3% | 159,201 | -16.1% | 2.59% | -11.0% |
Q2 2018 | $6,033,000 | +3.0% | 189,798 | +0.0% | 2.91% | +24.1% |
Q1 2018 | $5,857,000 | -0.9% | 189,743 | +1.7% | 2.34% | +0.6% |
Q4 2017 | $5,912,000 | +14.6% | 186,593 | +10.9% | 2.33% | +0.5% |
Q3 2017 | $5,160,000 | +17.5% | 168,306 | +13.4% | 2.32% | +11.9% |
Q2 2017 | $4,393,000 | +16.8% | 148,424 | +12.2% | 2.07% | +12.9% |
Q1 2017 | $3,762,000 | – | 132,311 | – | 1.84% | – |
Download |
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% |