WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 127 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $967,523 | -1.3% | 21,222 | -0.5% | 0.08% | -7.7% |
| Q1 2024 | $980,085 | +9.9% | 21,334 | +0.4% | 0.09% | 0.0% |
| Q4 2023 | $891,920 | +9.5% | 21,241 | +1.0% | 0.09% | -1.1% |
| Q3 2023 | $814,802 | -4.0% | 21,033 | -0.5% | 0.09% | -3.2% |
| Q2 2023 | $848,923 | +228.7% | 21,133 | +222.5% | 0.10% | +206.5% |
| Q1 2023 | $258,298 | +11.1% | 6,553 | +0.4% | 0.03% | +6.9% |
| Q4 2022 | $232,558 | +4.3% | 6,527 | +5.1% | 0.03% | -6.5% |
| Q3 2022 | $223,000 | -0.9% | 6,212 | +3.3% | 0.03% | +3.3% |
| Q2 2022 | $225,000 | -14.8% | 6,014 | -2.3% | 0.03% | -6.2% |
| Q1 2022 | $264,000 | -5.4% | 6,158 | +0.8% | 0.03% | -3.0% |
| Q4 2021 | $279,000 | -4.1% | 6,109 | -9.3% | 0.03% | -10.8% |
| Q3 2021 | $291,000 | -2.3% | 6,738 | -0.3% | 0.04% | -5.1% |
| Q2 2021 | $298,000 | +7.6% | 6,761 | +0.7% | 0.04% | -4.9% |
| Q1 2021 | $277,000 | -8.3% | 6,713 | -12.5% | 0.04% | -14.6% |
| Q4 2020 | $302,000 | +8.6% | 7,673 | +0.9% | 0.05% | -2.0% |
| Q3 2020 | $278,000 | +4.5% | 7,607 | +0.4% | 0.05% | -2.0% |
| Q2 2020 | $266,000 | +9.5% | 7,576 | -5.8% | 0.05% | -3.8% |
| Q1 2020 | $243,000 | -39.4% | 8,039 | -27.1% | 0.05% | -28.8% |
| Q4 2019 | $401,000 | +8.7% | 11,030 | +0.5% | 0.07% | 0.0% |
| Q3 2019 | $369,000 | -0.5% | 10,973 | -3.1% | 0.07% | -2.7% |
| Q2 2019 | $371,000 | +2.8% | 11,324 | +1.0% | 0.08% | -18.5% |
| Q1 2019 | $361,000 | +15.3% | 11,217 | -0.3% | 0.09% | +7.0% |
| Q4 2018 | $313,000 | -31.4% | 11,249 | -20.8% | 0.09% | -29.5% |
| Q3 2018 | $456,000 | +0.9% | 14,211 | -0.0% | 0.12% | -6.9% |
| Q2 2018 | $452,000 | -0.7% | 14,215 | -4.9% | 0.13% | -3.7% |
| Q1 2018 | $455,000 | -8.1% | 14,955 | -1.9% | 0.14% | -15.0% |
| Q4 2017 | $495,000 | +9.3% | 15,242 | +3.8% | 0.16% | +3.9% |
| Q3 2017 | $453,000 | +18.3% | 14,679 | +13.6% | 0.15% | +4.1% |
| Q2 2017 | $383,000 | – | 12,926 | – | 0.15% | – |
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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% |