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 | $11,921,764 | -19.9% | 307,733 | -17.2% | 0.02% | -33.3% |
| Q2 2023 | $14,884,262 | +78.5% | 371,678 | +75.9% | 0.03% | +68.8% |
| Q1 2023 | $8,336,257 | +67.0% | 211,317 | +50.8% | 0.02% | +60.0% |
| Q4 2022 | $4,990,962 | -3.5% | 140,104 | -2.7% | 0.01% | -16.7% |
| Q3 2022 | $5,170,000 | -11.6% | 144,053 | -7.9% | 0.01% | -7.7% |
| Q2 2022 | $5,851,000 | -33.9% | 156,354 | -13.3% | 0.01% | -23.5% |
| Q1 2022 | $8,852,000 | +8.5% | 180,301 | +1.1% | 0.02% | +13.3% |
| Q4 2021 | $8,159,000 | +10.2% | 178,316 | +4.0% | 0.02% | 0.0% |
| Q3 2021 | $7,401,000 | +28.8% | 171,426 | +31.7% | 0.02% | +25.0% |
| Q2 2021 | $5,744,000 | +7.7% | 130,152 | +0.8% | 0.01% | -7.7% |
| Q1 2021 | $5,335,000 | +3.9% | 129,172 | -1.1% | 0.01% | -7.1% |
| Q4 2020 | $5,135,000 | -17.1% | 130,600 | -22.9% | 0.01% | -26.3% |
| Q3 2020 | $6,195,000 | +78.3% | 169,450 | +71.1% | 0.02% | +58.3% |
| Q2 2020 | $3,474,000 | +559.2% | 99,045 | -64.7% | 0.01% | +500.0% |
| Q1 2020 | $527,000 | – | 280,747 | – | 0.00% | – |
Download | ||||||
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% |