WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 197 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $635,040 | -75.6% | 16,392 | -74.7% | 0.03% | -76.5% |
| Q2 2023 | $2,602,455 | +44.4% | 64,786 | +41.7% | 0.14% | +32.0% |
| Q1 2023 | $1,802,130 | +256.6% | 45,716 | +222.3% | 0.10% | +221.9% |
| Q4 2022 | $505,330 | +39.6% | 14,183 | +40.8% | 0.03% | +14.3% |
| Q3 2022 | $362,000 | +7140.0% | 10,074 | +5559.6% | 0.03% | +2700.0% |
| Q1 2018 | $5,000 | -16.7% | 178 | 0.0% | 0.00% | -50.0% |
| Q4 2017 | $6,000 | +20.0% | 178 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $5,000 | -90.9% | 178 | -98.9% | 0.00% | -92.6% |
| Q2 2017 | $55,000 | -38.9% | 15,529 | +971.7% | 0.03% | -55.0% |
| Q1 2017 | $90,000 | +4400.0% | 1,449 | +1528.1% | 0.06% | +2900.0% |
| Q4 2016 | $2,000 | – | 89 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Choice Wealth Advisors, LLC | 324,033 | $11,545,304 | 8.66% |
| Trinity Wealth Management, LLC | 203,539 | $7,252,106 | 5.16% |
| WESCAP Management Group, Inc. | 408,673 | $14,561,015 | 5.12% |
| WEALTH MANAGEMENT RESOURCES, INC. | 202,987 | $7,232,429 | 4.69% |
| Melone Private Wealth, LLC | 147,530 | $5,256,491 | 4.45% |
| Sculati Wealth Management, LLC | 221,034 | $7,875 | 4.42% |
| Aspire Wealth Management Corp | 142,532 | $5,078,399 | 4.42% |
| Castleview Partners, LLC | 115,715 | $4,122,916 | 4.02% |
| Summit Asset Management, LLC | 367,972 | $13,110,827 | 3.79% |
| Cardinal Point Capital Management ULC | 286,732 | $10,216,266 | 3.53% |