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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,739,321 | +16.7% | 406,281 | +21.0% | 0.09% | +16.0% |
| Q2 2023 | $13,487,716 | +33.3% | 335,766 | +30.8% | 0.08% | +24.6% |
| Q1 2023 | $10,120,368 | -16.9% | 256,732 | -24.9% | 0.06% | -26.1% |
| Q4 2022 | $12,175,084 | -0.7% | 341,709 | 0.0% | 0.09% | -9.3% |
| Q3 2022 | $12,264,000 | +3.1% | 341,709 | +7.5% | 0.10% | +2.1% |
| Q2 2022 | $11,892,000 | +17.2% | 317,785 | +34.5% | 0.10% | +35.7% |
| Q1 2022 | $10,145,000 | +8.8% | 236,266 | +15.9% | 0.07% | +7.7% |
| Q4 2021 | $9,328,000 | +12.7% | 203,889 | +6.4% | 0.06% | -4.4% |
| Q3 2021 | $8,276,000 | +9.4% | 191,715 | +11.9% | 0.07% | +3.0% |
| Q2 2021 | $7,562,000 | +29.3% | 171,396 | +21.0% | 0.07% | +11.9% |
| Q1 2021 | $5,847,000 | +57.3% | 141,592 | +49.8% | 0.06% | +40.5% |
| Q4 2020 | $3,716,000 | +18.4% | 94,494 | +10.1% | 0.04% | -6.7% |
| Q3 2020 | $3,138,000 | +4.5% | 85,801 | +0.2% | 0.04% | -2.2% |
| Q2 2020 | $3,003,000 | +23.9% | 85,618 | +7.0% | 0.05% | -17.9% |
| Q1 2020 | $2,423,000 | +30.2% | 80,051 | +56.3% | 0.06% | +40.0% |
| Q4 2019 | $1,861,000 | +43.7% | 51,222 | +33.0% | 0.04% | +8.1% |
| Q3 2019 | $1,295,000 | – | 38,516 | – | 0.04% | – |
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% |