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 2021 | $188,000 | -14.9% | 4,360 | -12.8% | 0.01% | -10.0% |
| Q2 2021 | $221,000 | +7.3% | 5,000 | 0.0% | 0.01% | +11.1% |
| Q1 2021 | $206,000 | +3.0% | 5,000 | -1.7% | 0.01% | -18.2% |
| Q4 2020 | $200,000 | +7.5% | 5,086 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $186,000 | +5.7% | 5,086 | +1.2% | 0.01% | +22.2% |
| Q2 2020 | $176,000 | +15.8% | 5,027 | 0.0% | 0.01% | -10.0% |
| Q1 2020 | $152,000 | – | 5,027 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lake Point Wealth Management | 629,378 | $27,768,000 | 12.95% |
| Choice Wealth Advisors, LLC | 242,140 | $10,683,000 | 7.68% |
| WESCAP Management Group, Inc. | 498,833 | $22,008,000 | 6.39% |
| Summit Asset Management, LLC | 352,773 | $15,564,000 | 4.89% |
| Trinity Wealth Management, LLC | 140,204 | $6,186,000 | 4.84% |
| Cardinal Point Wealth Management LLC | 232,380 | $10,253,000 | 4.63% |
| Sculati Wealth Management, LLC | 170,673 | $7,530,000 | 3.99% |
| SPC Financial, Inc. | 665,452 | $29,360,000 | 3.56% |
| Castleview Partners, LLC | 128,709 | $5,679,000 | 2.49% |
| Corbenic Partners LLC | 127,621 | $5,631,000 | 1.48% |