WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 139 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Choice Wealth Advisors, LLC | 323,323 | $12,525,544 | 8.85% |
| Prism Advisors, Inc. | 487,318 | $18,878,699 | 6.61% |
| Melone Private Wealth, LLC | 235,465 | $9,121,927 | 6.52% |
| WESCAP Management Group, Inc. | 404,207 | $15,658,977 | 5.58% |
| Trinity Wealth Management, LLC | 226,736 | $8,783,766 | 5.45% |
| CAPITAL WEALTH MANAGEMENT, LLC | 254,360 | $9,853,906 | 5.40% |
| Laurel Wealth Planning LLC | 167,463 | $6,488 | 5.05% |
| Sculati Wealth Management, LLC | 236,524 | $9,162,940 | 4.68% |
| Castleview Partners, LLC | 130,634 | $5,060,755 | 4.68% |
| WEALTH MANAGEMENT RESOURCES, INC. | 231,668 | $8,974,850 | 4.34% |