WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 103 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
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 | 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% |