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 2022 | $13,000 | +18.2% | 336 | +36.0% | 0.00% | +50.0% |
| Q1 2022 | $11,000 | -42.1% | 247 | -40.3% | 0.00% | -33.3% |
| Q4 2021 | $19,000 | +11.8% | 414 | +4.8% | 0.00% | 0.0% |
| Q3 2021 | $17,000 | +21.4% | 395 | +24.6% | 0.00% | 0.0% |
| Q2 2021 | $14,000 | +16.7% | 317 | +10.1% | 0.00% | 0.0% |
| Q1 2021 | $12,000 | -29.4% | 288 | -34.5% | 0.00% | -25.0% |
| Q4 2020 | $17,000 | +6.2% | 440 | 0.0% | 0.00% | -20.0% |
| Q3 2020 | $16,000 | +220.0% | 440 | +197.3% | 0.01% | +150.0% |
| Q2 2020 | $5,000 | +25.0% | 148 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $4,000 | -20.0% | 148 | +7.2% | 0.00% | 0.0% |
| Q4 2019 | $5,000 | 0.0% | 138 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $5,000 | 0.0% | 138 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $5,000 | +25.0% | 138 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $4,000 | 0.0% | 138 | 0.0% | 0.00% | -33.3% |
| Q4 2018 | $4,000 | 0.0% | 138 | 0.0% | 0.00% | +50.0% |
| Q3 2018 | $4,000 | – | 138 | – | 0.00% | – |
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% |