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 | $331,632 | -75.4% | 8,560 | -72.6% | 0.02% | -83.0% |
| Q3 2021 | $1,350,000 | -14.7% | 31,283 | -12.8% | 0.09% | -17.0% |
| Q2 2021 | $1,582,000 | +38.0% | 35,860 | +29.2% | 0.11% | +27.7% |
| Q1 2021 | $1,146,000 | +105.4% | 27,757 | +95.5% | 0.08% | +66.0% |
| Q4 2020 | $558,000 | +48.4% | 14,197 | +38.0% | 0.05% | +22.0% |
| Q3 2020 | $376,000 | +34.3% | 10,289 | +28.7% | 0.04% | +17.1% |
| Q2 2020 | $280,000 | +77.2% | 7,995 | +53.2% | 0.04% | +52.2% |
| Q1 2020 | $158,000 | +652.4% | 5,219 | +795.2% | 0.02% | +666.7% |
| Q4 2019 | $21,000 | – | 583 | – | 0.00% | – |
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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% |