WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 136 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
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 ↓ |
|---|---|---|---|
| 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% |