WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 137 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,783,766 | -1.6% | 226,736 | +2.0% | 5.45% | -0.2% |
| Q2 2023 | $8,928,358 | +4.8% | 222,264 | +2.8% | 5.46% | -2.4% |
| Q1 2023 | $8,521,868 | +17.5% | 216,181 | +6.2% | 5.59% | +8.3% |
| Q4 2022 | $7,252,106 | +19.6% | 203,539 | +20.4% | 5.16% | +6.3% |
| Q3 2022 | $6,065,000 | -0.9% | 168,993 | +3.4% | 4.86% | +1.8% |
| Q2 2022 | $6,119,000 | -10.0% | 163,513 | +3.3% | 4.77% | -0.1% |
| Q1 2022 | $6,798,000 | -3.9% | 158,325 | +2.4% | 4.78% | -1.8% |
| Q4 2021 | $7,075,000 | +12.9% | 154,644 | +6.6% | 4.87% | +2.7% |
| Q3 2021 | $6,264,000 | +1.3% | 145,094 | +3.5% | 4.74% | -2.0% |
| Q2 2021 | $6,186,000 | +14.1% | 140,204 | +6.8% | 4.84% | +2.8% |
| Q1 2021 | $5,421,000 | +76.1% | 131,294 | +67.6% | 4.70% | +68.1% |
| Q4 2020 | $3,079,000 | +34.5% | 78,315 | +20.0% | 2.80% | -12.3% |
| Q2 2020 | $2,289,000 | -1.9% | 65,249 | -15.3% | 3.19% | +4.4% |
| Q1 2020 | $2,333,000 | -36.6% | 77,071 | -23.9% | 3.06% | -17.3% |
| Q4 2019 | $3,680,000 | – | 101,307 | – | 3.70% | – |
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% |