WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 110 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,908,989 | -2.7% | 49,277 | +0.9% | 0.07% | 0.0% |
| Q2 2023 | $1,961,649 | +4.1% | 48,834 | +2.1% | 0.07% | -3.9% |
| Q1 2023 | $1,885,198 | +10.3% | 47,823 | -0.3% | 0.08% | +1.3% |
| Q4 2022 | $1,709,514 | +0.5% | 47,980 | +1.2% | 0.08% | -13.6% |
| Q3 2022 | $1,701,000 | -0.8% | 47,398 | +3.4% | 0.09% | -22.8% |
| Q2 2022 | $1,715,000 | -15.0% | 45,833 | -2.4% | 0.11% | +0.9% |
| Q1 2022 | $2,017,000 | -5.0% | 46,965 | +1.2% | 0.11% | +0.9% |
| Q4 2021 | $2,123,000 | +7.1% | 46,400 | +1.1% | 0.11% | -4.3% |
| Q3 2021 | $1,982,000 | +3.1% | 45,908 | +5.4% | 0.12% | +2.6% |
| Q2 2021 | $1,922,000 | +15.8% | 43,563 | +8.4% | 0.11% | 0.0% |
| Q1 2021 | $1,660,000 | +7.9% | 40,193 | +2.7% | 0.11% | 0.0% |
| Q4 2020 | $1,538,000 | +14.4% | 39,124 | +6.5% | 0.11% | -2.6% |
| Q3 2020 | $1,344,000 | +37.4% | 36,742 | +31.9% | 0.12% | +21.9% |
| Q2 2020 | $978,000 | +114.5% | 27,865 | +84.9% | 0.10% | +54.8% |
| Q1 2020 | $456,000 | -4.0% | 15,074 | +15.4% | 0.06% | +21.6% |
| Q4 2019 | $475,000 | +137.5% | 13,064 | +119.5% | 0.05% | +96.2% |
| Q3 2019 | $200,000 | – | 5,951 | – | 0.03% | – |
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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% |