WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 139 filers reported holding WISDOMTREE TR in Q3 2022. 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 ↓ |
---|---|---|---|
Lake Point Wealth Management | 641,627 | $27,699,000 | 12.76% |
Choice Wealth Advisors, LLC | 245,788 | $10,611,000 | 8.60% |
WESCAP Management Group, Inc. | 510,858 | $22,054,000 | 6.41% |
Summit Asset Management, LLC | 360,491 | $15,562,000 | 4.88% |
Cardinal Point Wealth Management LLC | 237,089 | $10,235,000 | 4.81% |
Trinity Wealth Management, LLC | 145,094 | $6,264,000 | 4.74% |
Sculati Wealth Management, LLC | 172,527 | $7,448,000 | 3.95% |
SPC Financial, Inc. | 695,870 | $30,041,000 | 3.72% |
DHJJ Financial Advisors, Ltd. | 62,147 | $2,689,000 | 1.39% |
Corbenic Partners LLC | 129,645 | $5,597,000 | 1.36% |