WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 206 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $13,580,076 | +6.2% | 297,874 | +7.0% | 2.12% | +0.3% |
| Q1 2024 | $12,792,085 | +14.2% | 278,452 | +4.4% | 2.11% | +5.8% |
| Q4 2023 | $11,197,179 | +10.9% | 266,663 | +2.3% | 2.00% | -0.5% |
| Q3 2023 | $10,093,397 | +25.4% | 260,542 | +30.1% | 2.00% | +32.3% |
| Q2 2023 | $8,046,091 | – | 200,301 | – | 1.52% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Delphi Private Advisors LLC | 72,977 | $2,237,000 | 6.53% |
| Summit Asset Management, LLC | 295,589 | $9,063,000 | 4.54% |
| Jacobus Wealth Management, Inc. | 478,918 | $14,684,000 | 3.84% |
| BFSG, LLC | 237,089 | $7,269,000 | 3.28% |
| WESCAP Management Group, Inc. | 168,306 | $5,160,000 | 2.32% |
| Colorado Capital Management, Inc. | 84,790 | $2,599,000 | 1.94% |
| RiverFront Investment Group, LLC | 2,361,085 | $72,390,000 | 1.76% |
| VALLEY NATIONAL ADVISERS INC | 92,792 | $2,845,000 | 0.97% |
| Rehmann Capital Advisory Group | 118,606 | $3,636,000 | 0.66% |
| Hefty Wealth Partners | 30,995 | $950,000 | 0.63% |