WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 4 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
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 ↓ |
|---|---|---|---|
| Americana Partners, LLC | 275,271 | $10,000,000 | 5.60% |
| Summit Asset Management, LLC | 356,736 | $12,960,000 | 5.53% |
| Trinity Wealth Management, LLC | 101,307 | $3,680,000 | 3.70% |
| FIFTH THIRD SECURITIES, INC. | 104,004 | $3,778,438,000 | 3.08% |
| Ameritas Investment Company, LLC | 368,267 | $13,379,000 | 2.81% |
| WESCAP Management Group, Inc. | 192,289 | $6,985,000 | 2.72% |
| CLIENT 1ST ADVISORY GROUP, LLC | 74,143 | $2,694,000 | 2.66% |
| Stewardship Advisors, LLC | 102,344 | $3,718,000 | 2.34% |
| VIVID FINANCIAL MANAGEMENT, INC. | 58,306 | $2,164,000 | 2.31% |
| Financial Enhancement Group LLC | 162,253 | $5,895,000 | 1.48% |