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 | 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% |