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 | 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% |