WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 116 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,156 | +5.6% | 81,470 | +9.5% | 0.51% | +0.8% |
| Q2 2023 | $2,990 | +19.4% | 74,426 | +17.1% | 0.51% | +10.0% |
| Q1 2023 | $2,505 | +27.5% | 63,552 | +15.2% | 0.46% | +17.6% |
| Q4 2022 | $1,965 | -99.9% | 55,164 | -0.2% | 0.39% | -6.9% |
| Q3 2022 | $1,985,000 | -4.7% | 55,302 | -0.7% | 0.42% | +12.2% |
| Q2 2022 | $2,083,000 | -13.4% | 55,676 | -0.6% | 0.38% | -1.3% |
| Q1 2022 | $2,405,000 | -6.1% | 56,009 | +0.0% | 0.38% | +7.0% |
| Q4 2021 | $2,562,000 | +11.6% | 56,004 | +5.3% | 0.36% | +1.7% |
| Q3 2021 | $2,296,000 | -0.3% | 53,175 | +1.8% | 0.35% | -15.5% |
| Q2 2021 | $2,304,000 | +12.4% | 52,230 | +5.2% | 0.41% | +24.7% |
| Q1 2021 | $2,049,000 | +1.9% | 49,630 | -3.0% | 0.33% | -0.6% |
| Q4 2020 | $2,011,000 | +8.4% | 51,145 | +0.8% | 0.33% | -3.5% |
| Q3 2020 | $1,855,000 | +6.4% | 50,720 | +2.1% | 0.35% | -8.0% |
| Q2 2020 | $1,743,000 | +18.2% | 49,700 | +2.0% | 0.38% | -0.5% |
| Q1 2020 | $1,474,000 | -15.5% | 48,705 | +1.4% | 0.38% | +14.9% |
| Q4 2019 | $1,745,000 | -21.9% | 48,030 | -33.6% | 0.33% | -66.8% |
| Q1 2018 | $2,234,000 | -70.6% | 72,375 | -69.8% | 0.99% | -69.1% |
| Q4 2017 | $7,605,000 | +4.6% | 240,015 | +1.2% | 3.21% | -2.1% |
| Q3 2017 | $7,269,000 | +2.6% | 237,089 | -0.9% | 3.28% | -5.8% |
| Q2 2017 | $7,083,000 | +8.7% | 239,294 | +4.4% | 3.48% | +6.3% |
| Q1 2017 | $6,518,000 | – | 229,258 | – | 3.28% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lake Point Wealth Management | 641,627 | $27,699,000 | 12.76% |
| Choice Wealth Advisors, LLC | 245,788 | $10,611,000 | 8.60% |
| WESCAP Management Group, Inc. | 510,858 | $22,054,000 | 6.41% |
| Summit Asset Management, LLC | 360,491 | $15,562,000 | 4.88% |
| Cardinal Point Wealth Management LLC | 237,089 | $10,235,000 | 4.81% |
| Trinity Wealth Management, LLC | 145,094 | $6,264,000 | 4.74% |
| Sculati Wealth Management, LLC | 172,527 | $7,448,000 | 3.95% |
| SPC Financial, Inc. | 695,870 | $30,041,000 | 3.72% |
| DHJJ Financial Advisors, Ltd. | 62,147 | $2,689,000 | 1.39% |
| Corbenic Partners LLC | 129,645 | $5,597,000 | 1.36% |