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 | $153,127 | +2684.1% | 3,953 | +2785.4% | 0.01% | – |
| Q2 2023 | $5,500 | +2.8% | 137 | +0.7% | 0.00% | – |
| Q1 2023 | $5,349 | +35.1% | 136 | +22.5% | 0.00% | – |
| Q4 2022 | $3,959 | -1.0% | 111 | +9.9% | 0.00% | – |
| Q3 2022 | $4,000 | 0.0% | 101 | 0.0% | 0.00% | – |
| Q2 2022 | $4,000 | 0.0% | 101 | +5.2% | 0.00% | – |
| Q1 2022 | $4,000 | 0.0% | 96 | 0.0% | 0.00% | – |
| Q4 2021 | $4,000 | +33.3% | 96 | +33.3% | 0.00% | – |
| Q3 2021 | $3,000 | +50.0% | 72 | +44.0% | 0.00% | – |
| Q2 2021 | $2,000 | +100.0% | 50 | +150.0% | 0.00% | – |
| Q1 2021 | $1,000 | – | 20 | 0.0% | 0.00% | – |
| Q4 2020 | $0 | – | 20 | – | 0.00% | – |
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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% |